Wayne Patterson, CPA, CFA, AIF®

Senior Advisor

As a Senior Advisor, Wayne specializes in helping clients with portfolio allocation, investment analysis, retirement, and tax planning.  He is a member of the FAI Investment Committee and is involved in a variety of investment and planning related projects.

Wayne enjoys traveling and is a sports enthusiast.

Areas of Focus

Wayne's focus is helping families develop and maintain retirement income plans that fit their long-range goals. He also helps businesses develop qualified retirement plans to meet their fiduciary responsibilities.

Present Affilitions

  • Washington Society of Investment Analysts’ Education Outreach Program
  • American Institue of Certified Public Accountants
  • Maryland Association of Certified Public Accountants
  • CFA Institute

Education

  • Bachelor’s Degree from The University of Maryland - College Park in Accounting
  • Bachelor’s Degree from The Western Maryland College (McDaniel College) in American Studies

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 ...