Avis Fagu, CFP

“Mastery in the details. Quality in the care.”

This mantra guides Avis Fagu in every client interaction.

After immigrating to the United States from Europe at the age of 18, Avis put himself through college through dedication, discipline, and an unwavering work ethic. That same commitment continues to define his professional approach today. His passion for learning has evolved into a deep commitment to listening—allowing him to understand each client’s unique circumstances and design thoughtful strategies focused on long‑term financial security and success. 

Guided by a commitment to quality in the care, Avis built a team that reflects the same professionalism, responsiveness, and proactive service he expects for his clients. He found those standards in Laura Busch and Julia Ritter, two dedicated brokerage client associates who serve as a true extension of his goals. Together, they help ensure clients receive timely, detail‑driven support while Avis focuses on delivering strategic, high‑touch financial guidance.  Avis has developed strong professional relationships to help enhance service delivery and support a comprehensive overall client experience.

Driven by his clients’ successes, Avis remains vigilant to market changes, evolving regulations affecting financial decisions, and emerging opportunities that may benefit those he serves. His proactive, detail‑oriented approach to help ensure that each plan adapts as life and markets evolve.

Through disciplined focus and education, Avis earned the CERTIFIED FINANCIAL PLANNER® designation and is a Certified Discretionary PIM Portfolio Manager. He practices the four cornerstones of comprehensive wealth management:

Investments
Liability Management
Risk Management
Estate Investment Planning

Avis’s dedication to excellence has been consistently recognized. He was named a Five Star Wealth Manager by Baltimore Magazine from 2012-2025, a Forbes Top Next‑Gen Wealth Advisors in 2017 and 2019, and a Forbes Best‑In‑State Wealth Advisors in 2022, 2024-2026. In addition, he earned the Wells Fargo Advisors Platinum Advisor Distinction in 2024-2026, recognizing top‑tier performance and professionalism. 

The Five Star Wealth Manager award was issued January 1, 2012, by Five Star Professional (FSP) for the time period June 16, 2011 through November 9, 2011.  The Five Star Wealth Manager award was issued January 1, 2013, by Five Star Professional (FSP) for the time period June, 16, 2012 through November 09, 2012.  The Five Star Wealth Manager award was issued January 1, 2014, by Five Star Professional (FSP) for the time period June 16, 2013 through November 09, 2013.  The Five Star Wealth Manager award was issued January 1, 2015, by Five Star Professional (FSP) for the time period June 16, 2015 through November 09, 2015.  The Five Star Wealth Manager award was issued December 1 2015, by Five Star Professional (FSP) for the time period May 10, 2021 through November 12, 2021.  The Five Star Wealth Manager award was issued December 1, 2016, by Five Star Professional (FSP) for the time period March 26, 2016 through November 11, 2016.  The Five Star Wealth Manager award was issued January 1, 2018, by Five Star Professional (FSP) for the time period April 21, 2017 through November 6, 2017.  The Five Star Wealth Manager award was issued January 1, 2019, by Five Star Professional (FSP) for the time period April 19, 2018 through November 7, 2018.  The Five Star Wealth Manager award was issued January 1, 2020, by Five Star Professional (FSP) for the time period April 1, 2019 through November 13, 2019.  The Five Star Wealth Manager award was issued January 1, 2021, by Five Star Professional (FSP) for the time period April 27, 2020 through October 30, 2020.  The Five Star Wealth Manager award was issued January 1, 2022, by Five Star Professional (FSP) for the time period May 10, 2021 through November 12, 2021.  The Five Star Wealth Manager award was issued January 1, 2023, by Five Star Professional (FSP) for the time period April 18, 2022 through October 21, 2022.  The Five Star Wealth Manager award was issued January 1, 2024 by Five Star Professional (FSP) for the time period April 10, 2023 through October 31, 2023. The Five Star Wealth Manager award was issued January 1, 2025, by Five Star Professional (FSP) for the time period April 10, 2024 through October 31, 2024   Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future.  The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 1,470 Baltimore-area wealth managers were considered for the award; 262 (18 percent of candidates) were named 2012 Five Star Wealth Managers. 1,490 Baltimore-area wealth managers were considered for the award; 448 (30 percent of candidates) were named 2013 Five Star Wealth Managers. 1,484 Baltimore-area wealth managers were considered for the award; 395 (27% of candidates) were named 2014 Five Star Wealth Managers. 1,749 Baltimore-area wealth managers were considered for the award; 412 (24% of candidates) were named 2015 Five Star Wealth Managers. 1,215 Baltimore-area wealth managers were considered for the award; 356 (29% of candidates) were named 2016 Five Star Wealth Managers. 1,093 Baltimore-area wealth managers were considered for the award; 355 (32% of candidates) were named 2017 Five Star Wealth Managers. 1,759 Baltimore-area wealth managers were considered for the award; 232 (13% of candidates) were named 2018 Five Star Wealth Managers. 1,865 Baltimore-area wealth managers were considered for the award; 265 (14% of candidates) were named 2019 Five Star Wealth Managers. 1,898 Baltimore-area wealth managers were considered for the award; 234 (12% of candidates) were named 2020 Five Star Wealth Managers. 2,029 Baltimore-area wealth managers were considered for the award; 237 (12% of candidates) were named 2021 Five Star Wealth Managers. 2,078 Baltimore-area wealth managers were considered for the award; 260 (13% of candidates) were named 2022 Five Star Wealth Managers. 2,126 Baltimore-area wealth managers were considered for the award; 256 (12% of candidates) were named 2023 Five Star Wealth Managers.  2,149 Baltimore-area wealth managers were considered for the award; 257 (12% of candidates) were named 2024 Five Star Wealth Managers.  2,389 Baltimore-area wealth managers were considered for the award; 254 (11% of candidates) were named 2025 Five Star Wealth Managers.  Visit www.fivestarprofessional.com  

2019 Forbes Top Next-Gen Wealth Advisors: Awarded July 2019; Data compiled by SHOOK Research LLC based on the prior year’s industry data and evaluation period, including information gathered through nominations, interviews, and qualitative and quantitative review of advisor practices (Source: Forbes.com).  2017 Forbes Top Next-Gen Wealth Advisors: Awarded July 2017; Data compiled by SHOOK Research LLC based on the prior year’s industry data and evaluation period, including information gathered through nominations, interviews, and qualitative and quantitative review of advisor practices (Source: Forbes.com).  The Forbes Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2019 Forbes Best-In-State Next Gen Wealth Advisor (Maryland ranking #33).  Award issued June 2019 by Forbes in partnership with SHOOK Research LLC. Data compiled by SHOOK Research LLC based on the prior year’s industry data and evaluation period, including information gathered through nominations, interviews, and qualitative and quantitative review of advisor practices.  (Source: Forbes.com) The Forbes Best-In-State Wealth Advisors disclosure: 2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2018 Forbes America’s Top Next-Generation Wealth Advisors: Award issued July 2018 by Forbes in partnership with SHOOK Research LLC.  Data compiled by SHOOK Research LLC based on the time period from 3/31/17 through 3/31/18 (Source: Forbes.com).

2024-2026: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.