CPA, CFA, AIF®
FAI Wealth Management, Inc.
Fee-Only financial planner located in Columbia, MD, serving clients locally and across the country
As a Senior Advisor, Wayne focuses on helping clients reach their financial goals by managing their portfolio investments and overseeing their retirement and cash flow planning.He is a member of the FAI Investment Committee and is involved in a variety of investment and planning related projects.
Wayne also consults with small business owners who sponsor company-based 401(k) plans. Wayne assists plan sponsors meet their fiduciary duty to prudently manage their employee retirement plans. He also offers investment education to plan participants.
Many of Wayne’s clients are close to, or have already reached, retirement age. Wayne enjoys working collaboratively with clients to help them choose saving and spending options that will allow them to maintain their lifestyles throughout retirement. His goal is to help clients look forward to this stage of life with ease and confidence.
With significant investment experience, Wayne enjoys working with associates and clients to create portfolios that offer both capital preservation and capital appreciation. Wayne’s overall objective is to help build and maintain risk-focused portfolios that will meet our client’s lifetime investment needs.
- American Institute of Certified Public Accountants
- Maryland Association of Certified Public Accountants
- CFA Institute
- Washington Society of Investment Analysts
- Center for Fiduciary Studies
- Bachelor’s Degree from the University of Maryland - College Park in Accounting
- Bachelor’s Degree from Western Maryland College (now McDaniel College) in American Studies
- Certified Public Accountant (CPA)
- Certified Financial Analyst (CFA)
- Accredited Investment Fiduciary (AIF®)
- Five Star Wealth Advisor – 2015
- Awards from Future Business Leaders of America and the Washington Society of Investment Analyst for education outreach
Wayne and his wife Anne have lived in Annapolis for more than 35 years.They have one daughter, Claire.Wayne enjoys family, music, reading, travel, and a variety of outdoor sports and activities
Wayne Patterson 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
Our family trees have deep roots, so we’re concerned for our loved ones. We wonder if our children and grandchildren will be able to support themselves. We also worry about our aging parents. Are they safe in their own home or do we need to locate a better place to accommodate their needs? And what if we’re suddenly forced to figure all of this out on our own? The physical or emotional loss of a loved one, be through divorce or death, can leave us feeling very unsettled.
Of course, there are positive transitions in life, too. Professionally some of us are at the pinnacle of our career and are looking forward to retirement, a new calling, or if we own a business, possibly an exit strategy. Perhaps a second marriage, blended family and/or a new home are in your future. As each new chapter begins, new questions arise. Will you be ready?
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Wayne Patterson is a NAPFA-Registered Financial Advisor
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.
Wayne Patterson is a Certified Public Accountant (Learn More)
Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.
Wayne Patterson is a CFA® charterholder
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.
Wayne Patterson is an Accredited Investment Fiduciary® (AIF)
Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
Contact Wayne Patterson
10211 Wincopin Cir
Columbia, MD 21044