Industry Professionals

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At FAI Wealth Management, we believe that integrated planning yields the best results. We regularly coordinate with an extensive network of trusted professional advisors such as estate planning attorneys, CPAs, and insurance consultants.

That efficient, unified decision-making allows us to create advantageous plans that address our clients’ overall financial objectives. These extended relationships are essential to fulfilling our mission of providing holistic wealth management solutions for the individuals, families, and businesses we serve.

Smart, collaborative partnerships that work.

FAI is always seeking to forge new relationships with other quality industry professionals so that we can continue to offer a full complement of value-added services to our clients.  Please contact us to learn more about our Industry Partners program.

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Recent News

Recent News

How to Have Tough Conversations with Your Aging Loved Ones

How to Have Tough Conversations with Your Aging Loved Ones

10/22/2017 12:00:00 AM EDT
yesterday

There are many conversations that we enjoy having with our parents—sharing news about a promotion or the impending birth of a new grandchild, for ...

Lyn Dippel, President & CEO of FAI Wealth Management, Wins SmartCEO’s Baltimore Brava Award

Lyn Dippel, President & CEO of FAI Wealth Management, Wins SmartCEO’s Baltimore Brava Award

10/17/2017 12:00:00 AM EDT
6 days ago

Upcoming Events

Upcoming Events

Anirban After Dark

Anirban After Dark

10/25/2017 7:00:00 PM EDT
FAI Wealth Management & Davis, Agnor, Rapaport & Skalny present Anirban After ...

Dessert & Discussion: Long-Term Care

Dessert & Discussion: Long-Term Care

11/2/2017 7:00:00 PM EDT
Please join us for Dessert and Discussion on Long Term ...