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

Clandestine Cache

Clandestine Cache

9/18/2018 12:00:00 AM EDT
17 hours ago

At times I’ve wondered where the line should be between openness with my spouse about my finances versus providing only what’s necessary to ...

Webinar: Are Your Aging Parents Aging You?

Webinar: Are Your Aging Parents Aging You?

9/6/2018 12:00:00 AM EDT
a week ago

Join our panel of professionals for an interactive discussion pertaining to caring for aging parents including:
• Financial guardianship
• Estate planning
• Proactive support

Webinar participants will ...

Upcoming Events

Upcoming Events

Webinar: Are Your Aging Parents Aging You?

Webinar: Are Your Aging Parents Aging You?

10/4/2018 11:00:00 AM EDT
Webinar: Join our panel of professionals for an interactive discussion ...

FAI's Open House

FAI's Open House

10/10/2018 4:00:00 PM EDT
Join us at FAI for our Open House this fall ...