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

Smart Job Hunting Strategies for Older Workers

Smart Job Hunting Strategies for Older Workers

5/1/2019 12:00:00 AM EDT
3 weeks ago

At just 2.7%, the unemployment rate for those 55 and older is the lowest for all age groups. Still, it can be intimidating to ...

Estate Planning: The Questions You Need to Ask

Estate Planning: The Questions You Need to Ask

4/16/2019 12:00:00 AM EDT
a month 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 ...

Upcoming Events

Upcoming Events

Memorial Day: Office Closed

Memorial Day: Office Closed

5/27/2019 12:00:00 AM EDT
The FAI Office will be closed on Memorial Day.

Independence Day: FAI Office Closed

Independence Day: FAI Office Closed

7/4/2019 12:00:00 AM EDT
The FAI Office will be closed on July 4th.