Expertise & Objectivity® for over 35 years

Fixed Fee and Fee-Based Engagement

Partnership. Not Products.

Our Goal is to Assist You in Achieving Yours

Experience Expertise and Objectivity

THE PARTNERSHIP

We believe the client relationship is the firm's most important asset. You can expect direct access to a passionate team of CERTIFIED FINANCIAL PLANNER™ professionals who are committed to developing and implementing solutions to help you achieve your goals.

THE PLAN

Prior to any recommendation our team will conduct a series of meetings with you to gain a better understanding of your goals and financial objectives. From those meetings the team will develop a custom plan and set a path to follow to achieve those goals and financial objectives.

THE PORTFOLIO

FAS does not represent a specific investment company or sell a specific set of products. Serving families for over 35 years and operating with a fiduciary duty, you can place trust in FAS to make recommendations and investment decisions which are suitable and aligned with your plan and goals.

PEOPLE ARE NOT  “ONE SIZE FITS ALL”

 

FAS commentary and FAS news

Quarterly Newsletter Q2 2016

As the markets closed out the first half of 2016, volatility demonstrated it is here to stay. The eq...