For us, it’s personal.
FAI is focused on helping you master life’s transitions by planning for its uncertainties, protecting your wealth, and making the most of your assets. We were founded in 1987 by J. Michael Martin, JD, and since then, we continue strive to deliver world-class service in a comfortable, welcoming environment that’s based on respect and concern for our clients. Creating thoughtful strategies that are designed to deliver financial security and blending them with the best client support available sets us apart from others in our industry. When you become part of the FAI family, you have a compassionate partner you can trust for sound financial advice, today and for the future.
We’re a member in good standing with the National Association of Personal Financial Advisors and the Financial Planning Association. Our wealth managers are highly-credentialed, holding advanced academic degrees, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), and Certified Financial Planner (CFP®) designations. As our client, you’ll benefit from the full complement of resources and expertise from everyone on the FAI team. Together, we collaborate, plan, and strategize on your behalf.
Meet our team of professionals and learn more about our inspired financial solutions that address every season of your life.