Personalized service. Objective advice.

Fee Only Logo

From the day FAI was founded in 1987, we’ve provided strictly fee-only financial advice. That means your advisory fee is our only compensation. This is in sharp contrast to fee-based advisors, who are often paid in part by the companies whose products they recommend. FAI doesn’t accept commissions, referral fees, or any other recompense from outside sources. As a result, you can rest assured that our advice is free of bias, objective, and focused exclusively on your best interests. Another advantage of our fee-only approach is that there are never any financial hooks or surrender charges involved. You’re always free to leave at any time if you are ever dissatisfied with our services.

FAI is a long standing member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading professional association of fee-only financial advisors. NAPFA members are required to meet the highest standards of professional competency and client-focused financial planning.

We act as a fiduciary on your behalf—because the only item on our agenda is serving you.

Recent News

Recent News

Pandemics and Portfolios

Pandemics and Portfolios

2/22/2020 12:00:00 AM EST
4 days ago

The question everybody seems to be asking these days is: How will the coronavirus (now officially named COVID-19 by the World Health Organization) affect my ...

Q4 2019 Investment Commentary Webinar

Q4 2019 Investment Commentary Webinar

2/10/2020 12:00:00 AM EST
2 weeks ago

January 30, 2020 | 11am

Presidential Elections – Fear Is Significantly More Than Market Impact 

Curt Gross, Chief Investment Officer, will be hosting a webinar at the ...

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