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

FAI Wealth Management Takes a Novel Approach to our Surging Senior Population

FAI Wealth Management Takes a Novel Approach to our Surging Senior Population

4/13/2018 12:00:00 AM EDT
a week ago

FAI Wealth Management, a leading financial planning and investment management firm in the Baltimore-Washington region, has announced the release of its free e-book series, "Caring ...

FAI Wealth Management Continues Its Growth Trajectory

FAI Wealth Management Continues Its Growth Trajectory

4/11/2018 12:00:00 AM EDT
a week ago

Columbia, Maryland – March 28, 2018 – FAI Wealth Management, a leading fee-only wealth management firm in the Baltimore-Washington region, announced that Zachary Shirilla has joined the ...

Upcoming Events

Upcoming Events

Coffee, Croissants, and Conversations: Don't Be the Weakest of the Herd

Coffee, Croissants, and Conversations: Don't Be the Weakest of the Herd

5/3/2018 8:00:00 AM EDT
Joins us for Coffee, Croissants, and Conversation with Chris Riismandel ...

Coffee, Croissants, and Conversation: Are Your Aging Parents Aging You?

Coffee, Croissants, and Conversation: Are Your Aging Parents Aging You?

5/24/2018 8:00:00 AM EDT
Join us for Coffee, Croissants, and Conversation with Kim Natovitz ...