The Faris Financial Approach

Faris Financial is a Dynamic Wealth Management Firm that specializes with clients on Tax-Efficient Wealth Accumulation, Wealth Distribution & Preservation, and Risk Management & Estate Planning. Our firm is the Strategic Thought Partner in your corner to help bring forward the HINDSIGHT of our most successful clients to be the FORESIGHT on how to help maximize your Financial Planning today. Let's have a conversation and see what's possible!

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Financial Planning Philosophy

Our Core Beliefs

A business meeting around a table.
  • Financial Planning outcomes improve for clients when they work with an advisor. Even Tiger Woods uses a swing coach.
  • We are not stock market prospectors. We will never call you pitching the new hot stock of the week. What we believe is fair to be judged on is the overall value add in Alpha: Vanguard Alpha Framework. 
  • We believe in math and strongly dislike taxes. Therefore, we understand the Alpha of integrating both Investments and Insurance together in a Financial Plan yields better outcomes for any client: paying less tax, spending more money in retirement, retiring sooner, having more legacy, or some combination of these.
  • Our role as a Fiduciary Team is to make recommendations that are not only in your best interest in the time of recommendation but continue to be in your best interest over the lifetime of our relationship. Part of that fiduciary standard is to tell you the truth. Accountability and partnership matter and is at the core of what we do.
  • Savings Rate is the #1 predictor of Financial Success & Stability: We believe in “every dollar having a home and job description in your budget”, “treating savings like a bill and paying future you first”. Behavioral Financial Planning is invaluable.
  • No one Financial Planning tool or product is better than another. There are 14 clubs you can have in a golf bag for a reason; they all do different things and are required to play different “shots” over the lifetime of your planning. Our job is to make sure you have the right clubs in the bag to have the best chance of executing the shot that comes up.
  • Buying an S&P 500 Index Fund in all investment accounts is not a Financial Plan. We believe in diversified dollars in every asset class in investment accounts yields better potential for return and less volatility.

Boost your financial knowledge.

Reach your new level of financial confidence.

I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.

Growth and protection together can take you further. Growing wealth. Protecting what matters.

I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:

Protection strategies

Wealth accumulation

Managing tax advantages

Optimizing retirement

Leaving a legacy

Charitable planning