FAI Wealth Management Celebrates 30 Years with a New Brand Identity

FAI New Logo

As we celebrate our 30th year, we are excited to share some important news about our company's evolution and how our clients and colleagues will benefit.

On August 1st, we will unveil our new logo and website as part of a larger rebranding initiative. Just as we serve clients in the midst of life transitions, we recognized that our brand identity didn’t reflect our people, process, or the services we provide, as accurately as it once did.

When our founder and visionary, J. Michael "Mike" Martin, JD, CFP® opened FAI's doors in 1987, he did so with a specific goal in mind - to forge enduring relationships with his clients and their families and to make a lasting positive impact on their futures.

Today, that original vision has been realized and our team, led by President and CEO, Lyn Dippel, JD, CFP® and Chief Investment Officer, Curtis Gross, MBA, CFA, is committed to that goal and to consistently deliver the best results possible. One of the ways we achieve this is by maintaining a low client-advisor ratio so that we can always provide our signature level of personalized service.

As part of that commitment, we modified our brand identity to reflect how the seasons represent the planned and unplanned transitions we will all encounter as we grow older, and how a tree represents the stability we all seek amidst inevitable change.

Here are some of the changes at FAI:

What remains unchanged include the following:

  • Our commitment to service and our team of advisors has not changed
  • Our phone number remains: 410-715-9200
  • Our fax number remains: 410-715-9202
  • Our office address remains: 10211 Wincopin Circle, Suite 220, Columbia, MD 21044

And most importantly, our commitment to provide our clients with the financial future they desire by protecting their wealth, making the most of their assets, and planning for life's uncertainties, is steadfast.

We are excited to share our evolution with you and are happy to answer any questions you may have. We hope you will visit our new website and share your feedback. You are always welcome to contact us and we look forward to speaking with you soon!

Sincerely,
Lyn A. Dippel, JD, CFP® 
and the FAI Wealth Management Team 

IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by FAI Wealth Management-“FAI”), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from FAI.  Please remember that if you are a FAI client, it remains your responsibility to advise FAI, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. FAI is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the FAI’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Please Note: FAI does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to FAI’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Top Story

Maryland General Assembly’s Compensation Commission
Photo: Simon G. Powell

Lyn A. Dippel Appointed to Maryland General Assembly Compensation Commission

8/17/2017

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 A. Dippel, JD, CFP®, has been appointed by Governor Larry Hogan to serve on the Maryland General Assembly’s Compensation Commission. The Commission is responsible for reviewing and recommending changes to compensation for members of the General Assembly.

Authorized in 1970 by Maryland Constitutional amendment, the General Assembly Compensation Commission ...

read more

Features

Kevin Dougherty Medicare Maze

Dessert & Discussion: The Medicare Maze

8/17/2017

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 and what to avoid when signing up for Medicare. Medicare open enrollment is October 15th-December 7th.

To learn more about Kevin and his company, visit ...

read more
Anirban Basu - After Dark

Anirban After Dark

8/9/2017

Save the Date for "Anirban After Dark"

Recognized economist and influencer, Anirban Basu, will join local experts to discuss Estates, Investments and Rock-n-Roll.

Additional details, including event location and how to register are forthcoming. Limited seating available. Questions regarding this event? Feel free to email us.

This event is co-hosted ...
read more
FAI New Logo

FAI Wealth Management Celebrates 30 Years with a New Brand Identity

7/31/2017

As we celebrate our 30th year, we are excited to share some important news about our company's evolution and how our clients and colleagues will benefit.

On August 1st, we will unveil our new logo and website as part of a larger rebranding initiative. Just as we serve clients ...

read more

Archive

Kevin Dougherty Medicare Maze

Dessert & Discussion: The Medicare Maze

8/17/2017

Join us for coffee and dessert.

Kevin Dougherty, of KMD Insurance, will help you navigate ...

read more
Maryland General Assembly’s Compensation Commission
Photo: Simon G. Powell

Lyn A. Dippel Appointed to Maryland General Assembly Compensation Commission

8/17/2017

Columbia, Maryland – August 14, 2017 – FAI Wealth Management, a leading fee-only wealth management firm in ...

read more
Anirban Basu - After Dark

Anirban After Dark

8/9/2017

Save the Date for "Anirban After Dark"

Recognized economist and influencer, Anirban Basu, will join ...

read more
FAI New Logo

FAI Wealth Management Celebrates 30 Years with a New Brand Identity

7/31/2017

As we celebrate our 30th year, we are excited to share some important news about ...

read more
Lyn Dippel

FAI President Lyn Dippel Contributes to Forbes Article

7/26/2017

FAI’s very own Lyn Dippel, CFP®, president and CEO, was recently interviewed by LearnVest ...

read more

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 ...