About FAI Wealth Management
FAI Wealth Management is a Financial Services company based in Columbia (United States) founded in 1987 by Michael Martin. It offers financial planning, investment, retirement, and estate services to clients. It operates on a B2C and B2B model in Financial Services and Business Services sectors. 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. Its focus areas include Finance, Wealth Management, Investment Services and Estate Planning. Its legal entity is CWM, LLC. Similar companies include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed similar companies have raised funding.
Company details
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.
- Headquarters Columbia, United States
- Founders Michael Martin
- SectorsFinancial ServicesBusiness Services
- Phone•••• ••••
- Website faiwealth.com
- Social LinkedIn X Facebook YouTube
- Legal Name Cwm, Llc
- Investments & Acquisitions
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
Apps and channels of FAI Wealth Management
its YouTube channel Carson Wealth has 689 subscribers and 30 videos.
Videos from FAI Wealth Management
The most watched videos on FAI Wealth Management's YouTube channel, Carson Wealth (689 subscribers). Click a video to play it here.
More on Carson Wealth.
People of FAI Wealth Management
1 people are tracked at FAI Wealth Management (1 in leadership).
| Name | Role | Group |
|---|---|---|
Michael Martin | Founder | Leadership |
Complete people profiles 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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Online retailer of furniture | zillihome.com | Vaughan, Canada | 2008 | Dec 2021 | •••• |
Complete acquisition details for FAI Wealth Management
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Timeline of FAI Wealth Management
2 dated milestones of FAI Wealth Management across 34 years, from founding to its latest funding, stage changes and deals.
- Founded FAI Wealth Management is founded.
- Acquisition Acquires Zilli Home.
Similar companies to FAI Wealth Management
FAI Wealth Management has 3 listed similar companies in our database, 2 of them funded. They include Focus Financial Partners, Alera Group and Wintrust.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services |
Detailed similar companies of FAI Wealth Management
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Top companies in Single Family Offices
3 companies that operate in the same segment as FAI Wealth Management (Single Family Offices) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Diversified asset management services are offered by EPIQ. | 2018 | San Francisco, California, United States | 58 | |||
Family office of Alison Davis and Matthew C. Le Merle | 2005 | San Francisco, California, United States | ||||
Develops & builds residential & commercial buildings backed by the Durse Family | 1915 | New York, New York, United States |
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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 Wintrust.
FAI Wealth Management offers Financial Planning, Retirement Planning, and Estate Planning.
FAI Wealth Management has made 1 acquisition, including Zilli Home.
FAI Wealth Management operates through Cwm, Llc.