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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Washingtonian Top Rated Advisor Wealth Advisors 2014
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National Association of Estate Planning Professionals (FAI is a member of the Howard County and Anne Arundel County Council)

Recent News

Recent News

The Importance of Advance Healthcare Directives and How to Discuss Them

The Importance of Advance Healthcare Directives and How to Discuss Them

11/7/2018 12:00:00 AM EST
2 weeks ago
 

Each month we’ll spotlight one chapter from our 3-part eBook series,  "Caring for Our Aging Parents".  

This Month's Focus is taken from eBook ...

FAI Presents: Prenuptial Agreements: A Smart Move for Savvy Women

FAI Presents: Prenuptial Agreements: A Smart Move for Savvy Women

11/7/2018 12:00:00 AM EST
2 weeks ago

When you hear the word “prenup,” what comes to mind? If you’re like many people, you might picture a wealthy older man about to ...

Upcoming Events

Upcoming Events

Thanksgiving: Office Closed

Thanksgiving: Office Closed

11/22/2018 12:00:00 AM EST
FAI's Office is closed due to the Thanksgiving holiday.

Christmas Eve: Office is Closed

Christmas Eve: Office is Closed

12/24/2018 12:00:00 AM EST
FAI's office will be closed on Monday, December 24th ...