• GIVE DIRECTION TO YOUR FINANCIAL FUTURE

    Life’s journey takes you in many planned and unplanned directions. At FAM, our mission is to provide the map and offer guidance as you go through your life journey.

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  • OBJECTIVE ADVICE

    Our services are provided on a fee-only basis, so you will have peace of mind in knowing that your financial affairs are being managed with your goals and best interest as our top priority.

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  • COMPREHENSIVE APPROACH TO WEALTH MANAGEMENT

    FAM’s services integrate a comprehensive approach to wealth management, which includes both financial planning and investment management to help you achieve your long-term financial goals.

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  • PARTNERS IN PLANNING

    Together, we will establish and implement a personal wealth management program that helps you achieve your long-term goals.

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Helpful Articles
  • Flat Fees vs. 1% Fees

    When compensating your advisor, which is best for you: paying 1% of your assets under management (AUM) or a flat fee? Answer: the flat fee. The idea is to take the emphasis off of performance and more on overall planning services.

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