About FAM Corporation

As a boutique financial planning firm, we empower our clients to make better financial decisions and take control of their futures. Through a deeply personalized, collaborative approach, we will work together to understand your needs and offer objective guidance to help you manage your financial life.

FAM Values

Our Services


Financial Planning

No matter your financial goals, we will work with you to create a roadmap that’s designed to help you reach all the stops on your life’s journey.

Investment Management

Our evidence-based, long-term approach to investing helps you pursue your financial goals while protecting against volatility.

Meet Your Team

Every member of our team is committed to helping others pursue success. As leaders in our field and active members of our community, we strive to create an environment built on mutual respect, collaboration, and empowerment.

Let’s help you plan for today while securing your tomorrow.

Book a free introductory meeting to see how we can bring you closer to your goals.

Talk to Us


Many families question whether to fill out the Free Application for Federal Student Aid (FAFSA). You might think you’ve saved enough for college, or that your income and assets are too high to qualify for aid. With all the talk of how much Americans owe in student loan debt—$1.78 trillion as of the first quarter of 2023—you might think it’s better to avoid expensive schools than to borrow. If your child is going to college in 2024, the Free Application for Federal Student Aid (FAFSA) opens on October 1st. Here are five reasons to fill it out—and why I often recommend it.
Are we still on Recession Watch? If they are following the financial news and hoping for clarity, it is confusing times. We are in the same place we’ve been for the last six months to a year. The economy remains strong with some signs of slowing although job creation continues. Meanwhile the markets are trying to figure out where we are. So, yes we are on Recession Watch but aren’t we always. There’s always a recession ahead. The problem is nobody ever knows when.
Scott Kahan |
You might think your kids are too young to understand money. But the reality is that most of us pick up our money habits in childhood. We learn by exposure: how our parents model personal finance is how we learn. That means the earlier you start teaching your children about money, the more comfortable they’ll be managing it in adulthood. Here are four tips to foster good habits early.