Business Executives

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When you’re a business owner, your financial life is multifaceted. You need to plan for yourself and your family, as well as for your business and your employees.

These objectives often compete with one another, making your financial decision-making even more complicated. Add to that the many hats you wear and the significant responsibilities and risks you assume in your leadership position. So how can you work to achieve your long-term business goals while you’re also preparing for life’s transitions and uncertainties?

There’s more to life than 9 to 5.

Business Executives

FAI Wealth Management removes these complexities with universal solutions designed to optimize the full spectrum of your financial objectives. Our team of dedicated professionals will work with you to develop sophisticated, integrated financial strategies that bridge the divide between your personal and professional needs.

Let’s get to work.

At FAI Wealth Management, we realize that successful executives and business owners are busy people who often don’t have time to devote to their complex financial lives. That’s why we provide a highly-credentialed, comprehensive level of service that allows you to focus on the success of your business, rather than the details of your finances. Whether you’re starting your company, growing it, or selling it, we can help protect the wealth you’ve accumulated, meet your investment objectives, and fulfill your legacy desires. Turn to FAI for:

  • Personal Retirement Planning: Make your dreams of a worry-free retirement a reality with customized financial planning that connects you, your wealth, and your unique retirement goals in a personally meaningful way.
  • Corporate Retirement Plan Consulting: Providing your valued employees with the peace of mind that comes with a financially secure retirement is an excellent way to attract and retain the best qualified personnel while improving your company’s competitive position.
  • Pension Analysis: Before electing a distribution plan, ensure that you’re maximizing your benefits and protecting your pension.
  • Executive Benefits: Recruit and retain superior leadership talent with exclusive, customized executive benefit programs.
  • Defined Benefit Plans: Create tax-advantaged retirement plans for business owners.

Recent News

Recent News

Lyn A. Dippel Appointed to Maryland General Assembly Compensation Commission

Lyn A. Dippel Appointed to Maryland General Assembly Compensation Commission

8/17/2017 12:00:00 AM EDT
4 days ago

Columbia, Maryland – August 14, 2017 – FAI Wealth Management, a leading fee-only wealth management firm in the Baltimore-Washington region, announced that its President and CEO, Lyn ...

Dessert & Discussion: The Medicare Maze

Dessert & Discussion: The Medicare Maze

8/17/2017 12:00:00 AM EDT
4 days ago

Join us for coffee and dessert.

Kevin Dougherty, of KMD Insurance, will help you navigate through the Medicare Maze by explaining what to look for ...

Upcoming Events

Upcoming Events

Labor Day: Office Closed

Labor Day: Office Closed

9/4/2017 12:00:00 AM EDT

Dessert & Discussion: The Medicare Maze

Dessert & Discussion: The Medicare Maze

9/14/2017 7:00:00 PM EDT
Kevin Dougherty will be speaking at Historic Oakland Manor back ...