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.
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.