Last updated: May 2026

Nature of Services

Firma Advisory LLC is an independent consulting and advisory firm. It provides strategic and operational advisory services relating to treasury, liquidity, banking relationships, cross-border financial structuring, financial infrastructure, and operational execution.

What Firma Advisory Does Not Do

Firma Advisory does not provide:

  • Investment advice or recommendations regarding any specific security, financial instrument, or transaction;
  • Brokerage services or execution of securities transactions;
  • Asset management or portfolio management services;
  • Custody of client funds or financial instruments;
  • Regulated financial intermediation of any kind.

Firma Advisory is not a bank, broker-dealer, asset manager, investment advisor, or financial intermediary, and is not registered as such with any regulatory authority. The firm does not require, and does not hold, financial regulatory licenses.

Information on This Website

Information published on this website — including in any insights, articles, case examples, or service descriptions — is provided for general informational purposes only. It does not take into account the specific circumstances of any individual, company, or transaction, and should not be relied upon as the basis for any financial, investment, or business decision. For analysis specific to your situation, please contact us directly.

Client Confidentiality

Engagements are confidential. Case examples and other illustrative content published on this website are anonymized and representative. Specific client names, transactions, and results are not disclosed without explicit consent.

Forward-Looking Statements

Any forward-looking statements, projections, or observations on market conditions reflect the views of Firma Advisory as of the date stated and may change without notice. They are not guarantees of future outcomes.

Jurisdiction

Firma Advisory LLC is incorporated in the State of Orlando, Florida, United States.

Contact

Questions regarding this disclaimer or the nature of Firma Advisory's services can be directed to contact@firmaadvisory.com.