About My Practice
FAI is an independent fee only wealth manager. We offer a full array of planning services (such as cash flow, taxes, risk management, investing, and estate planning) in addition to investment management services all inclusive in one annual fee. We are widely known for our proprietary approach to portfolio design and our in depth planning. Our investment process identifies 5 unique categories of investments followed by securities selection in each category that is guided by our appraisal of current risk factors, our three long-term investment themes, and our analysis of the fundamental drivers for each of the securities we invest in.
Lyn Dippel has been a key member of FAI Wealth Management since 2004. She serves as President of FAI as well as Managing Director, Chief Compliance Officer and Lead Advisor. As Lead Advisor, Lyn specializes in working with people going through life transitions and manages investments for those who are concerned with protecting their life savings and earning a reasonable, stable return. Lyn and her team currently manage over $300 million in assets.
Lyn holds a law degree from George Mason University School of Law and a bachelor of arts from the University of Richmond. She also holds the prestigious Certified Financial Planner® certification and is an active member of the Financial Planning Association of Maryland, NAPFA and the Baltimore Estate Planning Council. She has been interviewed and quoted by various national publications including Kiplinger’s, Smart Money Magazine and Business Week and has become a popular speaker on personal financial planning topics at professional conferences and for corporate audiences.
In 2012 Lyn was named Five-Star Wealth Manager by Baltimore Magazine, was listed in Medical Economics Magazine as one of the Best Advisors for Doctors and received the Smart CEO Reader’s Choice award for Wealth Management.
Lyn’s 25 years of professional experience include her role as Co-founder and Senior Advisor for Symphony Financial, a wealth management firm in Herndon, VA and her role as Financial Advisor for Miller Musmar, a mid-sized CPA firm in Reston, VA, both providing financial planning and asset management to individuals and small businesses.
Lyn is Vice Chair of the Board of Directors for the National Family Resiliency Center, Inc. The mission of the center is to help children and adults preserve a sense of family, foster healthy relationships, and adjust constructively to change, especially during times of separation, divorce and other family transitions.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 63, 65
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Admitted to Bar
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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