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


You might do your research, keep a budget spreadsheet, and have every intention to approach your finances with a level head. But here’s the problem. When taking action, we rely 99% on rational decision-making and 1% on emotions. And it’s that 1% that triggers us to act.
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.