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.
Investment Management
FAI was founded in 1987 by Mike Martin, when he 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 10 Investment Principles to guide us in investing your savings.
Click Here for FAI's 10 Investment Principles
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.
Retirement Planning
Investment Management
Tax Strategies
Insurance Analysis
Estate Planning
