Credentials

Impressive results begin with exceptional credentials.

Awards

We’re committed to excellence. In addition to the rigorous standards of conduct we adhere to as fiduciaries, FAI’s professional team members maintain industry-recognized accreditations that reinforce our commitment to the highest levels of knowledge, integrity and service. Similar to the CPA credential in accounting, the CFP® and CFA serve as the gold standard for wealth managers. Our staff includes both CFP® and CFA professionals, as well as JDs, MBAs, CPAs, and former Directors of Research for large mutual fund companies. Together, we draw on our decades of experience to create advantageous financial strategies that allow you to meet life’s many uncertainties with ease.

Award-winning solutions start here. Over the years, FAI has routinely received awards and accolades at the local, regional, and national level. We take great pride in these honors and consider them a reflection of our dedication to providing our clients with the most sophisticated, visionary wealth management service possible.

Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if FAI Wealth Management is engaged, or continues to be engaged, to provide investment advisory services Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of FAI Wealth Management by any of its clients.  ANY QUESTIONS: FAI Wealth Management’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

At FAI Wealth Management, we believe technical competence is the cornerstone of the ultimate client experience.

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