Exceptional credentials. Compelling results.

FAI Awards Wall

At FAI, you’ll find valuable depth and breadth of experience along with impressive qualifications. Similar to the CPA credential in accounting, the CFP® and CFA serve as the gold standard for wealth managers. The team at FAI includes both CFP® and CFA professionals, as well as JDs, MBAs, CPAs, and former Directors of Research for large mutual fund companies. Together, we draw on our decades of experience to create advantageous financial strategies that aim to provide stability and allow you to meet life’s many changes with ease.

Award-winning solutions.

Over the years, FAI has regularly received awards and accolades at the local, regional, and national level. We consider these honors a reflection of our commitment to provide our clients with the most forward-thinking, integrated wealth management experience possible.

CFP Logo
Fee Only Logo
FPA Logo
RIA Logo
NAPFA Logo
MACPA Logo
Washingtonian Top Rated Advisor Wealth Advisors 2014
CFA Insitutute Logo
Executive Alliance Logo
NAEPC Logo

National Association of Estate Planning Professionals (FAI is a member of the Howard County and Anne Arundel County Council)

Recent News

Recent News

Clandestine Cache

Clandestine Cache

9/18/2018 12:00:00 AM EDT
17 hours ago

At times I’ve wondered where the line should be between openness with my spouse about my finances versus providing only what’s necessary to ...

Webinar: Are Your Aging Parents Aging You?

Webinar: Are Your Aging Parents Aging You?

9/6/2018 12:00:00 AM EDT
a week ago

Join our panel of professionals for an interactive discussion pertaining to caring for aging parents including:
• Financial guardianship
• Estate planning
• Proactive support

Webinar participants will ...

Upcoming Events

Upcoming Events

Webinar: Are Your Aging Parents Aging You?

Webinar: Are Your Aging Parents Aging You?

10/4/2018 11:00:00 AM EDT
Webinar: Join our panel of professionals for an interactive discussion ...

FAI's Open House

FAI's Open House

10/10/2018 4:00:00 PM EDT
Join us at FAI for our Open House this fall ...