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

Webinar: Thinking of Moving in Retirement?

Webinar: Thinking of Moving in Retirement?

10/28/2019 12:00:00 AM EDT
2 weeks ago

November 13, 2019 | 11am

Thinking of Moving in Retirement? 

Many of our clients contemplate moving as they near retirement. Join us for our November 13 ...

529 Plans: Here’s What You Need to Know About Saving for College

529 Plans: Here’s What You Need to Know About Saving for College

10/27/2019 12:00:00 AM EDT
3 weeks ago

Sending your children to college can be a stressful time.

For some, this may be your child’s first time away from home. This period ...

Upcoming Events

Upcoming Events

Thanksgiving: Office Closed

Thanksgiving: Office Closed

11/28/2019 12:00:00 AM EST
FAI's Office is closed due to the Thanksgiving holiday.

Christmas Eve: Office is Closed

Christmas Eve: Office is Closed

12/24/2019 12:00:00 AM EST
FAI's office will be closed on Monday, December 24th ...