A complete list of active advisors currently associated with FAI Advisors, Inc.

Warmer can help you find a great advisor at FAI Advisors, Inc. or one who fits your needs even better.

FAI Advisors provides discretionary investment management, financial planning, and consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio construction and ongoing monitoring, individual consulting engagements on topics like retirement or estate planning, and may select sub‑advisers to manage client assets when appropriate. The firm uses a mix of fundamental and technical analysis, mutual fund and ETF screening, and asset-allocation strategies, with an emphasis on long-term purchases where suitable for a client’s objectives, and conducts ongoing reviews of sub‑advisers and model strategies. FAI also makes available insurance-based investment programs (including annuity advisory arrangements administered through Jackson National) and offers client access to SEI Investments Management Corporation’s Managed Account Solutions (MAS) wrap program through a sub‑advisory agreement. Notably, the firm’s principals are separately licensed to market insurance products and disclose spending significant portions of their time on insurance business, creating potential conflicts of interest when insurance solutions are recommended; the brochure explains these conflicts and steps the firm takes to address them. The advisers also have ownership interests in related businesses — including a business‑succession planning firm and a behavioral neuroscience coaching program used as part of planning — which the firm discloses as additional non‑advisory activities.

To learn more about the advisors currently working at FAI Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.