Wayne Patterson, CPA, CFA, AIF®

Senior Advisor

As a Senior Advisor, Wayne specializes in helping clients with portfolio allocation, investment analysis, retirement, and tax planning.  He is a member of the FAI Investment Committee and is involved in a variety of investment and planning related projects.

Wayne enjoys traveling and is a sports enthusiast.

Areas of Focus

Wayne's focus is helping families develop and maintain retirement income plans that fit their long-range goals. He also helps businesses develop qualified retirement plans to meet their fiduciary responsibilities.

Present Affilitions

  • Washington Society of Investment Analysts’ Education Outreach Program
  • American Institue of Certified Public Accountants
  • Maryland Association of Certified Public Accountants
  • CFA Institute

Education

  • Bachelor’s Degree from The University of Maryland - College Park in Accounting
  • Bachelor’s Degree from The Western Maryland College (McDaniel College) in American Studies

Recent News

Recent News

FAI Earns Three 2018 Five Star Wealth Manager Awards

FAI Earns Three 2018 Five Star Wealth Manager Awards

2/16/2018 12:00:00 AM EST
a week ago

Columbia, Maryland – February 16, 2018 – FAI Wealth Management, a leading fee-only wealth management firm in the Baltimore-Washington region, announced that Five Star Professional has recognized ...

Seven Secrets to Easing Your Parents' Transition to Assisted Living

Seven Secrets to Easing Your Parents' Transition to Assisted Living

2/16/2018 12:00:00 AM EST
a week ago

Change is often difficult for people of all ages.  So it’s not surprising that seniors who are moving from their home into an assisted ...

Upcoming Events

Upcoming Events

Good Friday: Office Closed

Good Friday: Office Closed

3/30/2018 12:00:00 AM EDT
The FAI Office will be closed in observance for Good ...

The Color of the Year

The Color of the Year

4/12/2018 8:00:00 AM EDT
April Force Pardoe Interiors presents The Colors of the Year ...