FAI Wealth Management Revenue and Competitors

We’re with you all the way. Since we opened our doors in 1987, FAI has integrated world-class investment philosophies with highly personalized financial planning that takes into account each client’s life story. Our financial perspective is presented in a friendly, down-to-earth manner that inspires trust and confidence. We are good listeners and we vow to always treat you the same way we’d want to be treated ourselves. This deep client commitment has translated into enduring relationships, many of which span decades. And while we’re proud of our combined 150+ years of experience in financial planning and wealth management, we’re even more fulfilled by the hundreds of families we serve. As an FAI client, you’ll work with a dedicated team that includes a senior advisor, associate advisor, and a client service representative, providing you with trusted, experienced counsel and continuity in your service. Together, we’ll design a integrated financial approach that adapts to every season of your life.