About FAI Wealth Management
FAI Wealth Management is a company based in Columbia (United States) founded in 1987 by Michael Martin. It operates as a B2C and B2B. FAI Wealth Management has completed 1 acquisition, including Zilli Home. FAI Wealth Management offers products and services including Financial Planning, Retirement Planning, and Estate Planning. FAI Wealth Management operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
- Headquarter Columbia, United States
- Founders Michael Martin
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Sectors
Financial ServicesBusiness Services
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Phone
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Website
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Social
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- Legal Name Cwm, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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- Investments & Acquisitions
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Products & Services of FAI Wealth Management
FAI Wealth Management offers a comprehensive portfolio of products and services, including Financial Planning, Retirement Planning, and Estate Planning.
Service for creating personalized financial strategies
Guidance on securing retirement funds and assets
Assistance in managing and transferring wealth
Funding Insights of FAI Wealth Management
Detailed funding history for FAI Wealth Management
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Investments & Acquisitions by FAI Wealth Management
FAI Wealth Management has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Zilli Home.
Investment portfolio details for FAI Wealth Management
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Online retailer of furniture
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Complete acquisition details for FAI Wealth Management
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Financial Statements - FAI Wealth Management
Detailed financials for FAI Wealth Management
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Fai Wealth Management Comparisons
Peer comparison for FAI Wealth Management
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Competitors of FAI Wealth Management
FAI Wealth Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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M&A advisory, capital markets, and wealth management services are offered.
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Provider of wealth management services
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Detailed competitors of FAI Wealth Management
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Latest news on Fai Wealth Management
Complete news archive for FAI Wealth Management
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Frequently Asked Questions about FAI Wealth Management
FAI Wealth Management was founded in 1987.
FAI Wealth Management is headquartered in Columbia, United States.
Carson Wealth is a financial advisory firm based in Columbia, Maryland, offering personalized services like financial planning, investment management, and retirement planning. They guide clients through life transitions such as career changes and retirement, serving areas like Baltimore and Washington, DC. As fiduciary advisors, they create tax-efficient plans tailored to individual goals, prioritizing community needs across the country.
FAI Wealth Management's top competitors include Focus Financial Partners, Alera Group and Raymond James.
FAI Wealth Management offers Financial Planning, Retirement Planning, and Estate Planning.
FAI Wealth Management has made 1 acquisition, including Zilli Home.