FAI-Executive Benefits

Protect, preserve, and grow your income.

To attract, retain, and reward executives, many companies provide unique benefits that aren’t available to other employees. It’s important to have a thorough understanding of these executive benefits but they often entail complexities that make it challenging to navigate the rules of each plan. These plans frequently have complicated guidelines and tax implications, too, so it’s imperative to work with an experienced advisor to develop and implement the best financial strategies and solutions for your specific situation. From reviewing stock options to addressing deferred compensation programs, FAI’s seasoned advisors will provide clarity, insight and guidance for your executive benefits package.

You’re in the driver’s seat.

When you choose FAI, our first step is to gain an understanding of what’s most important to you, what drives you, and what you want from your life outside of the office. Then, we’ll work with you to define short-and long term goals that will serve as the roadmap for your customized wealth management plan as it relates to your executive benefits. Together, we’ll implement each step of the plan and execute strategies that will maximize your executive benefits. Whatever you want to accomplish, we’ll help you get there.

If you would like to discuss your needs regarding , please scroll down to complete our brief initial inquiry form and one of our senior advisors will contact you. Or if you prefer, feel free to call us at 410-715-9200. We look forward to speaking with you!

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 ...