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

Financial Planning for Female Breadwinners: What They Need Most from Their Advisors

Financial Planning for Female Breadwinners: What They Need Most from Their Advisors

11/20/2019 12:00:00 AM EST
yesterday

More and more women are finding themselves in the role of the family CFO.

It used to be that men bore most of the responsibility ...

Why Affluent Women Still Worry about Money

Why Affluent Women Still Worry about Money

11/19/2019 12:00:00 AM EST
2 days ago

How much money would you need to feel financially secure?  

Three million? Five million? While you might think financial worries stop once you reach a ...

Upcoming Events

Upcoming Events

Thanksgiving: Office Closed

Thanksgiving: Office Closed

11/28/2019 12:00:00 AM EST
FAI's Office is closed due to the Thanksgiving holiday.

Christmas Eve: Office is Closed

Christmas Eve: Office is Closed

12/24/2019 12:00:00 AM EST
FAI's office will be closed on Monday, December 24th ...