Founder's Statement
As the Founder of Financial Advantage, Inc. (FAI), I would like to personally welcome you to our growing family. You will soon discover why I am so proud of the team we have assembled and of the planning and investment processes we have built together over the last quarter century.
We will certainly be learning a lot about you, so I thought you might enjoy knowing how Financial Advantage came to be.
In the mid-1960s while I was in law school, I had an opportunity to work at Standard & Poor’s where I learned the art of security analysis from some of the best. This prepared me for a decade of investment research at elite Wall Street firms, and eventually to be Research Director for T. Rowe Price in Maryland.
While those first 23 years were exhilarating, I had a nagging feeling that I was missing some important dimension. Gradually I came to realize that I wanted not just investment success but the satisfaction of helping real people improve their lives through investing. I started to keep a notebook I called “The Business” where I collected ideas about my dream of giving American families access to world-class investment thinking together with highly personalized financial planning.
My vision of bringing the ‘financial advantage’ of Wall Street to Main Street began to take shape in 1987. The long hours and high costs of FAI’s first few years have blossomed into the human dimension I was seeking… strong bonds with the hundreds of families whom we continue to serve year after year.
There have been some dramatic changes in the world since we opened our doors, but American families’ questions remain the same: how much do we need to retire in security and how do we protect our nest egg against all the new uncertainties. Our hand-picked team is prepared to tackle these vital questions with you and for you so you can look forward to “a better life” with confidence and peace of mind.
Thank you for choosing us; we all look forward to serving you for
many years.
J. Michael Martin, J.D., CFP®
Founder
