Avis Fagu, CFP

When providing comprehensive planning, Avis believes details matter and is committed to delivering a superior level of attention to detail and personal touch that adds significant value to every interaction with his clients. The importance of detail is a lesson he learned while working to put himself through college as an 18-year-old who had just moved to the U.S. from Europe. This mantra has become essential to how he thinks and works every day. That experience taught him perspective, self-reliance and a strong personal work ethic. In his holistic approach, Avis takes the time to learn about his clients and the unique dynamics of their lives and businesses, to help them see the big picture and build their path forward toward financial security and success. Avis seeks first to listen and understand his client's goals and needs before rendering advice in an independent, objective, unbiased and cost-effective manner. His practice focuses on the four cornerstones of comprehensive Wealth Management: - Investments - Liability Management - Risk Management - Estate Investment Planning Avis worked diligently to earn a CERTIFIED FINANCIAL PLANNER certification and become a certified Discretionary PIM Portfolio Manager. These Designations empower him to remain alert to changes in the market, inclusive of the laws impacting clients' financial decisions, and to better identify new opportunities that help positively impact clients' financial futures. Avis was recognized with the Five Star Wealth Manager Award from Baltimore Magazine from 2012-2025, was named a Forbes Top Next-Gen Wealth Advisor in 2019, and Forbes Best-in-State Wealth Advisor in 2022 and 2024.