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

FAI's Annual Medicare 2019 Update with Kevin Dougherty

FAI's Annual Medicare 2019 Update with Kevin Dougherty

9/9/2019 12:00:00 AM EDT
a week ago

Once again this year, we're honored to have Kevin Dougherty join us as an independent insurance agent specializing in Medicare. Although Medicare coverage doesn ...

Executive Women Burnout: Tips for Finding Serenity and Meaning

Executive Women Burnout: Tips for Finding Serenity and Meaning

9/3/2019 12:00:00 AM EDT
a week ago

“My day began at 4:30 AM. I went to the gym, had some coffee and drove to the airport for a meeting in Atlanta ...

Upcoming Events

Upcoming Events

FAI's Annual Medicare 2019 Update with Kevin Dougherty

FAI's Annual Medicare 2019 Update with Kevin Dougherty

9/26/2019 11:00:00 AM EDT
You're invited to join us for FAI's Annual ...

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

10/31/2019 11:00:00 AM EDT
Curt Gross, FAI's Chief Investment Officer, will be going ...