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.

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

Why Preparing for the Unexpected Death of Your Spouse is a Good Idea

Why Preparing for the Unexpected Death of Your Spouse is a Good Idea

3/8/2020 12:00:00 AM EST
2 weeks ago

The passing of a spouse is one of life’s most devastating events.

Intense grief often leads to indecision and confusion when dealing with the ...

Seven Things You Should Know about Disability Insurance

Seven Things You Should Know about Disability Insurance

3/4/2020 12:00:00 AM EST
3 weeks ago

What would happen if you were unable to work for an extended period of time?

The chance of missing months or years of work due ...

Upcoming Events

Upcoming Events

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.

Labor Day: Office Closed

Labor Day: Office Closed

9/7/2020 12:00:00 AM EDT