Mark Stinson
CPA, CFP®
FAI Wealth Management
Principal & President
Mark Stinson
CPA, CFP®
FAI Wealth Management
Principal & President
As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Mark Stinson, CPA, CFP®
Fee-Only financial planner located in Columbia, MD, serving clients locally and across the country
Mark Stinson is a fiduciary financial advisor in Columbia, MD. FAI Wealth Management, Inc. specializes in comprehensive financial planning and investment management to help near-retirees, career changers, widows and widowers, and individuals facing a transition organize, grow and protect their assets through all stages of life. As a fiduciary, Mark Stinson has a sworn and legal obligation to put the interests of the client first, to provide unbiased and trustworthy financial advice.
As President of FAI Wealth Management, Mark Stinson’s focus is to ensure clients feel confident in their financial lives. Mark is responsible for the day-to-day client experience at FAI.
As an advisor Mark’s area of focus reflects his experience. He works with executives, engineers, and technical professionals in transition. These transitions include retirement, mid-life career change, and widowhood.
Mark recognizes that spreadsheets are only part of financial planning and investment management. He enjoys collaborating with clients on goals and complex issues to help them understand their financial life. He sees his role as the family CFO and brings in the proper professionals and disciplines to make sure actions are completed and goals are achieved.
Mark has 20 years of experience in corporate accounting and management. Mark has worked with engineers, scientists, and other technical professionals all his life. His father was an engineer for Westinghouse for 39 years. Mark’s corporate experience involved working with engineers, mathematicians, and scientists with high-tech companies in the Baltimore-Washington area.
Mark also specializes in working with widows and clients with aging parents. He cared for his father and understands the issues and multiple priorities faced by the “sandwich generation” – those raising and supporting children and caring for aging parents. Mark has a network of professionals to help clients with transition issues.
Mark is a Howard County native. He enjoys writing for his personal blog, “Taste the Food”, bicycling, reading, and spending time with his four sons.
Mark Stinson 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
- Financial Planning
- Retirement Planning
- Investment Management
- Business Planning
- Estate Services
- Education Planning
Ideal Clients
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Military
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
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Mark Stinson is a NAPFA-Registered Financial AdvisorThe 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.
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Mark Stinson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Mark Stinson is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Mark Stinson is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Mark Stinson is a Member of the Howard County Estate Planning Council
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Mark Stinson, CPA, CFP®, MBA Named President of FAI Wealth Management, Featured in I95 Business
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Mark Stinson is Quoted on Business Insider: "FAI Lauded with Two 2019 Five Star Wealth Manager Awards: Lyn A. Dippel and Mark Stinson Receive Coveted Honor"
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Mark Stinson Writes for Taste the Food Blog
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Mark Stinson is Quoted in the Chicago Tribune: "Student debt now affects a staggering number of elderly Americans"
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Mark Stinson is Interviewed on FAI Insights Podcast
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Mark Stinson was Awarded SmartCEO Money Manager Award - 2015
Contact Mark Stinson
Office Locations:
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10211 Wincopin Circle
Suite 220
Columbia, MD 21044
