The only item on our agenda is serving you.
Rest assured, your interests always come first. From the day FAI Wealth Management was founded in 1987, we’ve provided strictly fee-only financial advice. That means your advisory fee is our only compensation. Unlike fee-based advisors who are often paid in part by the companies whose products they recommend, FAI doesn’t accept commissions, referral fees, or any other recompense from outside sources. As a result, you can feel confident that our guidance is always objective and free of bias. And our fee-only approach means that there are never any financial hooks or surrender charges involved with our services. You’re always free to leave at any time should ever be dissatisfied.
We offer the highest standard of care under the law. FAI is a long standing member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading professional association of fee-only financial advisors. NAPFA members are required to meet elite standards of professional competency and provide transparent, client-focused financial planning. We’re proud to place an emphasis on the relationships we develop, not on commissions. Acting in your best interest is the only way we do business.
While there are many aspects to consider when choosing a financial advisory firm, we believe fee-only fiduciary service should be at the top of your list.Let's get started