The Two Pillars of Wealth Management:
Financial Planning and Investment Management
The two pillars of Wealth Management are Financial Planning and Investment Management. We believe they must be ongoing in tandem. Mike Martin, our founder, created this legacy in his “Retirement Talk” in 2016. Speaking of his founding the firm in 1987, Mike told the FAI staff:
“I knew what was needed was a firm that had both skills… financial planning & investing acumen. And not just securities analysis, but portfolio management… an understanding of diversification and a sense for how people’s emotional response to bull and bear markets can spoil their dreams... unless they have at their side a team of knowledgeable, disciplined and compassionate professionals. People who are as nice as they are smart! People like you!”
We are proud to carry on Mike’s Wealth Management legacy – Financial Planning and Investment Management, by knowledgeable, disciplined, and compassionate professionals.
Financial Planning
Every client has unique desires. Our planning process puts you front and center with the FAI team with your FAI advisor as the Family Chief Financial Officer (CFO). Your Family CFO will create scenarios to test your plan against whatever hurdles you may face along the way.
Also, as Family CFO, your advisor will coordinate meetings with outside professionals (e.g. attorneys, CPAs, insurance professionals, and others) as necessary to help complete your plan.
Remember as a fee only advisors we do not sell products, we provide thoughtful and timely advice based on your unique needs.
Investment Management
Mike Martin left T. Rowe Price with the commitment to bring Wall Street to Main Street. For over 30 years we have created diversified portfolios using publicly traded individual stocks, bonds, and funds. Based on our investment experience we developed FAI’s Ten Investment Principles to guide us in investing your savings.
Click Here for FAI's Ten Investment Principles
We Provide Guidance That Is:
Personalized
By understanding your unique situation and goals, we’ll develop a financial plan and investment strategy that is customized for your success and stability.
Research-Driven
Our solutions are backed by the latest data and insights. Your finances are supported by a knowledgeable team using fundamental research techniques.
Well-Rounded
With a depth of resources, we’ll connect you with legal, insurance and accounting professionals to create fully integrated strategies for your life and wealth.
Retirement Planning
Investment Management
Tax Strategies
Insurance Analysis
Estate Planning
