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)

FAI FiveStar Wealth Manager Award

Recent News

Recent News

The SECURE Act --Tips to Help You Decipher the Fine Print

The SECURE Act --Tips to Help You Decipher the Fine Print

1/18/2020 12:00:00 AM EST
6 days ago

On December 20, 2019, the President signed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) into law.  The passage has ...

Q4 2019 Investment Commentary Webinar

Q4 2019 Investment Commentary Webinar

1/11/2020 12:00:00 AM EST
a week ago

January 30, 2020 | 11am

Presidential Elections – Fear Is Significantly More Than Market Impact 

Curt Gross, Chief Investment Officer, will be hosting a webinar at the ...

Upcoming Events

Upcoming Events

Q4 2019 - Quarterly Commentary & Webinar

Q4 2019 - Quarterly Commentary & Webinar

1/30/2020 11:00:00 AM EST

Memorial Day: Office Closed

Memorial Day: Office Closed

5/25/2020 12:00:00 AM EDT
The FAI Office will be closed on Memorial Day.