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.

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INVESTING IN FINANCIAL MARKETS requires a proactive approach, and one key aspect of maintaining a healthy investment portfolio is conducting periodic reviews. While many investors focus primarily on equities, it’s crucial not to overlook the fixed-income portion of one’s investments.
With all the talk last year of the oncoming recession that never materialized, overall, most asset classes performed better than expected. So far, as of this writing, 2024 has gotten off to a good start. It will be tempting to focus on how well the markets performed. But it would be a safe bet that many investors need to consider rebalancing because they might now be overweight or underweight in certain asset classes – and therefore positioned in a way inconsistent with their risk tolerance and goals.
The prospect of retirement is a time that many look forward to, envisioning a period of relaxation and enjoyment after years of hard work. However, a recent report from the Congressional Research Service has shed light on a concerning reality: a significant majority of individuals are not saving enough for retirement.