FAI-Family Tree

Create stability for your family tree.

In the movie of your life, your family is probably in every scene. We understand that your concerns about your money are rooted in the concern you have for your loved ones. You want to ensure that your spouse and children are cared for, you think ahead to future generations, and you’re worried about your aging parents. Family considerations expand our planning to take on a much wider range of life events than those that apply just to us. At FAI Wealth Management, we work with our clients to plan, prioritize, and balance individual financial objectives and collective family goals. Whether you’re overjoyed about your first grandchild or apprehensive about your parent’s waning independence, we’re here to help with sound financial guidance and caring, personal support.

FAI Wealth Management is rooted in family. Let us help you make a meaningful financial impact on the lives of your loved ones. For more information and to access our Free eBooks, click the applicable links below:

Recent News

Recent News

Open House

Open House

7/20/2018 12:00:00 AM EDT
3 days ago

Join us at FAI for our Open House this fall. We will have a variety of fall foods, beers, and wines decorating the FAI Offices ...

FAI Wealth Management’s Newest E-book Offers Valuable Information for Executives Facing Marital Transitions

FAI Wealth Management’s Newest E-book Offers Valuable Information for Executives Facing Marital Transitions

7/11/2018 12:00:00 AM EDT
a week ago

Columbia, Maryland – July 10, 2018 – FAI Wealth Management, a leading financial planning and investment management firm in the Baltimore-Washington region, has announced the release of ...

Upcoming Events

Upcoming Events

Labor Day: Office Closed

Labor Day: Office Closed

9/3/2018 12:00:00 AM EDT

Coffee, Croissants, and Conversation: Medicare

Coffee, Croissants, and Conversation: Medicare

9/13/2018 8:00:00 AM EDT
Join us for Coffee, Croissants, and Conversation with Kevin Dougherty ...