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

Q4 2019 Investment Commentary Webinar

Q4 2019 Investment Commentary Webinar

1/11/2020 12:00:00 AM EST
6 days 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 ...

Moving to a Retirement Community? Do Your Homework First

Moving to a Retirement Community? Do Your Homework First

12/27/2019 12:00:00 AM EST
3 weeks ago

If you’re considering making the move to a senior living community, it’s not something to be taken lightly. Like any other major life ...

Upcoming Events

Upcoming Events

Q4 2019 - Quarterly Commentary & Webinar

Q4 2019 - Quarterly Commentary & Webinar

1/30/2020 11:00:00 AM EST

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.