When FAM was founded in 1986, it was built with the intention of providing individuals, families, and small businesses with the tools they need to make informed financial decisions. Today, we continue this mission by listening to our clients, acting as their advocate and support team, and providing personalized financial planning that helps them pursue their ideal lifestyle.
As a fiduciary firm, our duty is to the people we serve. We aim to provide our clients with solutions that are best suited to their needs and act with transparency, diligence, and good judgment.
The CFP® Difference
As part of our commitment to you, all of our financial planners are CERTIFIED FINANCIAL PLANNER™ professionals. Financial professionals that hold this certification have completed the demanding education, examination, experience, and ethical requirements set by the CFP Board.
Visit the CFP Board Website to learn more about what it means to be a CERTIFIED FINANCIAL PLANNER™ professional.
As a fee-only firm, we earn no commissions, finder’s fees, or other forms of compensation outside of what our clients pay us. Our unique fee schedule has no AUM fees and sets your fees for a three-year period, so you know exactly what to expect.