Who We Are

Thoughtful guidance for life’s biggest decisions

We’re here so you can sleep better at night. There’s a sense of comfort that comes from addressing life’s really big issues. Issues like having the ability to outlive your nest egg, protect children or spouses, leave a legacy, and retain your dignity in the face of illness. Potential life transitions are on the horizon for all of us, and the decisions surrounding them should be made intelligently and prudently. At FAI Wealth Management, we’re all about building financial peace of mind. From preparing for life’s many uncertainties to planning for retirement, we’ll help you face the future with confidence.

Let’s start with you. FAI focuses on establishing long-term, collaborative client relationships that are founded on trust and complete transparency. As fee-only fiduciary financial advisors, our mission is to offer unbiased advice that nurtures your dreams and supports a satisfying, rewarding life. Our financial planning and investment management strategies are always tailored to your unique lifestyle, preferences and goals. Whether you’re seeking comprehensive financial planning, a more tax-efficient investment portfolio, or astute fiscal advice surrounding a specific area of your life, we deliver inspired solutions that are always designed just for you.

We help you plan wisely, so you can live fully.

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