Lyn Dippel

CFP®, JD

FAI Wealth Management

President & Senior Advisor

Lyn Dippel

CFP®, JD

FAI Wealth Management

President & Senior Advisor

As a fee-only financial planner, I provide thoughtful, unbiased, financial guidance to help you simplify, organize and succeed financially so you can live the life you desire. - Lyn Dippel, CFP®, JD

Serving clients in the greater Baltimore, Annapolis as well as nation-wide with offices in Columbia, MD

Lyn Dippel is a Columbia, MD fee-only financial planner. FAI Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Lyn Dippel is never paid a commission of any kind, and has a legal obligation to provide unbiased, actionable financial advice.

As a leader, President and CEO, Lyn Dippel focuses coordinating the efforts of FAI’s management, advisory, and service teams to ensure FAI stays focused on clients’ long-term goals.

As an Advisor, Lyn has years of experience advising individuals and families as they negotiate transitions such as change in marital status, career change or retirement.

 

Additional niche:

As a female executive, Lyn is passionate about helping women succeed by wisely structuring their financial resources to create a meaningful life.  As an executive and business owner for 18 years, Lyn understands unique issues female executives face and listens carefully in order to provide guidance consistent with her clients’ values. 

Lyn writes on topics of interest to women in the FAI Insights blog and her "HerMoney" column in HerMind magazine.

Affiliations:

Lyn recognizes the need for financial planning and leadership in the community and serves in the following organizations:

  • Maryland State Legislative Compensation Commission – Appointee (Gov Hogan)
  • Executive Alliance – Mentor for annual executive mentorship program
  • Leadership Premier Howard County, MD
  • Financial Planning Association
  • National Association of Personal Financial Advisors 
  • Board member - Samaritan House, Annapolis MD

Education and Designations:

  • Juris Doctor, George Mason University School of Law and member of the Virginia State Bar
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Bachelor of Arts, University of Richmond
  • Leadership Premier Howard County, Class of 2014

Lyn Dippel is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

You’ll always feel like our most important client because you are.

You’re unique, and so are your circumstances and your goals for tomorrow. At FAI Wealth Management, we think your financial strategies should be as distinctive as you are. We also recognize that the essence of a wealthy life isn’t merely about financial achievement. It’s also about who you are beyond the numbers—your values, interests, and concerns. Addressing the picture of your life in its entirety and the future you envision, we work with you to formulate a specific, practical plan that provides stability, prosperity, and peace of mind.  To deliver this level of financial confidence, we work with you in three main areas, each related to an aspect of our whole-life approach to wealth management: financial planning and investment management.

We’re with you all the way.

Since we opened our doors in 1987, FAI has integrated world-class investment philosophies with highly personalized financial planning that takes into account each client’s life story. Our financial perspective is presented in a friendly, down-to-earth manner that inspires trust and confidence. We are good listeners and we vow to always treat you the same way we’d want to be treated ourselves. This deep client commitment has translated into enduring relationships, many of which span decades. And while we’re proud of our combined 150+ years of experience in financial planning and wealth management, we’re even more fulfilled by the hundreds of families we serve.

As an FAI client, you’ll work with a dedicated team that includes a senior advisor, associate advisor, and a client service representative, providing you with trusted, experienced counsel and continuity in your service. Together, we’ll design a integrated financial approach that adapts to every season of your life.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Executive Women
  • Post Divorce Restructuring
  • Novice Investors
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Lyn Dippel

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Office Locations:

  • 10211 Wincopin Circle
    Suite 220
    Columbia, MD 21044

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