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If Your Life is Changing,

We’re Here to Help Secure Your Financial Well-Being

Our Clients Are Facing Turning Points in Their Lives

Does This Sound Like You?

Retirement is Approaching Columbia, MD FAI Wealth Management

Retirement is approaching.

You’re unsure what changes need to be made to your wealth picture to ensure that you’ll be secure throughout your lifetime. We work with engineers, professionals, and business owners to plan for and enjoy retirement.

How We Help

We’ll help create a coordinated financial and investment plan for a seamless transition into a relaxing retirement.

Looking to make a career change Columbia, MD FAI Wealth Management

You’re looking to make a career change.

Whether you’re making a mid life career change or exploring an encore career, you’re wondering if and how you can adjust to a new benefits or income situation.

How We Help

Together we’ll talk through your options and develop sound solutions for your lasting financial health.

Passing of a loved one Columbia, MD FAI Wealth Management

A loved one has recently passed.

Experiencing a loss brings about uncertainty on many levels. One aspect that might cause stress is the complexity of new financial circumstances.

How We Help

Listening to your needs and understanding is how we’ll begin. We are here to help you make the right decisions.

Facing a major life transition Columbia, MD FAI Wealth Management

You’re facing a major life transition.

Or maybe you’re simply considering making one. Either way, you may not be certain about the financial ramifications of your life happenings. Helping with sudden wealth, inheritance, and selling a business.

How We Help

We’ll discuss what’s going on in your life, talk through different scenarios and help you implement the solutions.

If You Are…

leaf-seeking a partnership Columbia, MD FAI Wealth Management


 a Partnership

Yet feel comfortable delegating the details.

Leaf-collaborative and engaged Columbia, MD FAI Wealth Management

Collaborative and Engaged

You enjoy being involved in—and learning through—the decision-making process.

Leaf-Looking for advanced guidance Columbia, MD FAI Wealth Management

Looking for Advanced Guidance

You’re in need of an experienced financial professional.

Leaf-Genuine, trusting and kind Columbia, MD FAI Wealth Management

Genuine, Trusting and Kind

We mirror this back to you, always.

...Then We Are a Great Fit.

FAI Monthly Insights