Wayne Patterson, CPA, CFA, AIF®

Senior Advisor

As a Senior Advisor, Wayne focuses on helping clients reach their financial goals by managing their portfolio investments and overseeing their retirement and cash flow planning.He is a member of the FAI Investment Committee and is involved in a variety of investment and planning related projects.

Wayne also consults with small business owners who sponsor company-based 401(k) plans. Wayne assists plan sponsors meet their fiduciary duty to prudently manage their employee retirement plans. He also offers investment education to plan participants.

Retirement Planning:

Many of Wayne’s clients are close to, or have already reached, retirement age.  Wayne enjoys working collaboratively with clients to help them choose saving and spending options that will allow them to maintain their lifestyles throughout retirement.  His goal is to help clients look forward to this stage of life with ease and confidence. 

Investment Management:

With significant investment experience, Wayne enjoys working with associates and clients to create portfolios that offer both capital preservation and capital appreciation.  Wayne’s overall objective is to help build and maintain risk-focused portfolios that will meet our client’s lifetime investment needs.

Present Affilitions

  • American Institute of Certified Public Accountants
  • Maryland Association of Certified Public Accountants
  • CFA Institute
  • Washington Society of Investment Analysts
  • Center for Fiduciary Studies

Education

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

Designations

  • Certified Public Accountant (CPA)
  • Certified Financial Analyst (CFA)
  • Accredited Investment Fiduciary (AIF®)

Awards

  • Five Star Wealth Advisor – 2015
  • Awards from Future Business Leaders of America and the Washington Society of Investment Analyst for education outreach

Personal Interests

Wayne and his wife Anne have lived in Annapolis for more than 35 years.They have one daughter, Claire.Wayne enjoys family, music, reading, travel, and a variety of outdoor sports and activities.

Recent News

Recent News

FAI Wealth Management Takes a Novel Approach to our Surging Senior Population

FAI Wealth Management Takes a Novel Approach to our Surging Senior Population

4/13/2018 12:00:00 AM EDT
a week ago

FAI Wealth Management, a leading financial planning and investment management firm in the Baltimore-Washington region, has announced the release of its free e-book series, "Caring ...

FAI Wealth Management Continues Its Growth Trajectory

FAI Wealth Management Continues Its Growth Trajectory

4/11/2018 12:00:00 AM EDT
a week ago

Columbia, Maryland – March 28, 2018 – FAI Wealth Management, a leading fee-only wealth management firm in the Baltimore-Washington region, announced that Zachary Shirilla has joined the ...

Upcoming Events

Upcoming Events

Coffee, Croissants, and Conversations: Don't Be the Weakest of the Herd

Coffee, Croissants, and Conversations: Don't Be the Weakest of the Herd

5/3/2018 8:00:00 AM EDT
Joins us for Coffee, Croissants, and Conversation with Chris Riismandel ...

Coffee, Croissants, and Conversation: Are Your Aging Parents Aging You?

Coffee, Croissants, and Conversation: Are Your Aging Parents Aging You?

5/24/2018 8:00:00 AM EDT
Join us for Coffee, Croissants, and Conversation with Kim Natovitz ...