Lyn Dippel

CFP®, JD

FAI Wealth Management

President & CEO

Lyn Dippel

CFP®, JD

FAI Wealth Management

President & CEO

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Lyn Dippel, CFP®, JD

Lyn Dippel is a fiduciary financial advisor in Columbia, MD. FAI Wealth Management (formerly Financial Advantage, Inc.) specializes in comprehensive financial planning to help clients plan, grow and protect their assets through all stages of life. As a fiduciary, Lyn Dippel has a sworn and legal obligation to put the interests of the client first, to provide unbiased and trustworthy financial advice.

As President and CEO, Lyn Dippel focuses her leadership role on running the day-to-day operations of the firm and coordinating the efforts of FAI’s management, advisory, and service teams to ensure FAI stays focused on clients’ long-term goals.

As an Advisor, Lyn focuses on working with women experiencing life transitions such as marriage transitions, active partnership divestments, career changes and retirement.

As a female executive, Lyn is passionate about helping women succeed.

Women’s Issues:

As an executive and business owner for 15 years, Lyn understands many of the issues women executives face.  She also listens carefully on order to provide guidance consistent with her clients’ values.  Lyn has experience advising women as they negotiate transitions such as mid-life marriage, divorce, widowhood, selling a business, and retirement.

Lyn writes on topics of interest to women in her column, HerMoney in HerMind magazine. In addition, during her tenure at FAI, Lyn’s experience and opinions have been sought by publications such as Kiplinger’s, Smart Money Magazine, and Business Week.

Affiliations:

Lyn recognizes the need for financial planning and leadership in the community and serves in the following organizations:

  • Maryland State Legislative Compensation Commission – Appointee (Gov Hogan)
  • Finance Committee Member - Community Action Council of Howard County
  • Executive Alliance – Mentor for 2017 executive mentorship program
  • Leadership Premier Howard County
  • Financial Planning Association
  • National Association of Personal Financial Advisors 

Education and Designations:

  • Juris Doctor, George Mason University School of Law and member of the Virginia State Bar
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Bachelor of Arts, University of Richmond
  • Leadership Premier Howard County, Class of 2014

Lyn Dippel's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)

You’ll always feel like our most important client because you are.

You’re unique, and so are your circumstances and your goals for tomorrow. At FAI Wealth Management, we think your financial strategies should be as distinctive as you are. We also recognize that the essence of a wealthy life isn’t merely about financial achievement. It’s also about who you are beyond the numbers—your values, interests, and concerns. Addressing the picture of your life in its entirety and the future you envision, we work with you to formulate a specific, practical plan that provides stability, prosperity, and peace of mind.  To deliver this level of financial confidence, we work with you in three main areas, each related to an aspect of our whole-life approach to wealth management: financial planning and investment management.

We’re with you all the way.

Since we opened our doors in 1987, FAI has integrated world-class investment philosophies with highly personalized financial planning that takes into account each client’s life story. Our financial perspective is presented in a friendly, down-to-earth manner that inspires trust and confidence. We are good listeners and we vow to always treat you the same way we’d want to be treated ourselves. This deep client commitment has translated into enduring relationships, many of which span decades. And while we’re proud of our combined 150+ years of experience in financial planning and wealth management, we’re even more fulfilled by the hundreds of families we serve.

As an FAI client, you’ll work with a dedicated team that includes a senior advisor, associate advisor, and a client service representative, providing you with trusted, experienced counsel and continuity in your service. Together, we’ll design a integrated financial approach that adapts to every season of your life.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Lyn Dippel is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Lyn Dippel is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Lyn Dippel is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Lyn Dippel

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 10211 Wincopin Circle
    Suite 220
    Columbia, MD 21044

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser