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

Open House

Open House

7/20/2018 12:00:00 AM EDT
3 days ago

Join us at FAI for our Open House this fall. We will have a variety of fall foods, beers, and wines decorating the FAI Offices ...

FAI Wealth Management’s Newest E-book Offers Valuable Information for Executives Facing Marital Transitions

FAI Wealth Management’s Newest E-book Offers Valuable Information for Executives Facing Marital Transitions

7/11/2018 12:00:00 AM EDT
a week ago

Columbia, Maryland – July 10, 2018 – FAI Wealth Management, a leading financial planning and investment management firm in the Baltimore-Washington region, has announced the release of ...

Upcoming Events

Upcoming Events

Labor Day: Office Closed

Labor Day: Office Closed

9/3/2018 12:00:00 AM EDT

Coffee, Croissants, and Conversation: Medicare

Coffee, Croissants, and Conversation: Medicare

9/13/2018 8:00:00 AM EDT
Join us for Coffee, Croissants, and Conversation with Kevin Dougherty ...