Industry Professionals

Industry Professionals Rust Icon

At FAI Wealth Management, we believe that integrated planning yields the best results. We regularly coordinate with an extensive network of trusted professional advisors such as estate planning attorneys, CPAs, and insurance consultants.

That efficient, unified decision-making allows us to create advantageous plans that address our clients’ overall financial objectives. These extended relationships are essential to fulfilling our mission of providing holistic wealth management solutions for the individuals, families, and businesses we serve.

Smart, collaborative partnerships that work.

FAI is always seeking to forge new relationships with other quality industry professionals so that we can continue to offer a full complement of value-added services to our clients.  Please contact us to learn more about our Industry Partners program.

Recent News

Recent News

Open House

Open House

7/20/2018 12:00:00 AM EDT
3 days ago

Join us at FAI for our Open House this fall. We will have a variety of fall foods, beers, and wines decorating the FAI Offices ...

FAI Wealth Management’s Newest E-book Offers Valuable Information for Executives Facing Marital Transitions

FAI Wealth Management’s Newest E-book Offers Valuable Information for Executives Facing Marital Transitions

7/11/2018 12:00:00 AM EDT
a week ago

Columbia, Maryland – July 10, 2018 – FAI Wealth Management, a leading financial planning and investment management firm in the Baltimore-Washington region, has announced the release of ...

Upcoming Events

Upcoming Events

Labor Day: Office Closed

Labor Day: Office Closed

9/3/2018 12:00:00 AM EDT

Coffee, Croissants, and Conversation: Medicare

Coffee, Croissants, and Conversation: Medicare

9/13/2018 8:00:00 AM EDT
Join us for Coffee, Croissants, and Conversation with Kevin Dougherty ...