Faith Arter
Founder
Faith Arter has been providing financial advisory services to clients throughout the United States since 1983 when she founded Arter Financial Strategies. Her primary areas of expertise include:
- Fee based investment advisory, estate planning strategies and broad-based retirement planning for executives and high net worth individuals.
- Comprehensive 401K plan design and fee-based investment monitoring.
- Group health, pension, employee benefit and executive compensation plans
- Sophisticated life insurance strategies for corporate clients and high net worth individuals.
- Business succession planning
Faith recognizes that client solutions need to be customized and she strives to understand the unique, individual situation of each client. Through a collaborative setting, she works one on one with her clients by truly listening and then providing personalized guidance in a comprehensive and transparent manner. Financial products can often seem mysterious. Faith is committed to educating clients and openly describes the terms and benefits of the financial strategies she recommends. When asked to summarize her work, Faith replied, “Most of my clients are extremely busy, successful people. They rely on me to know the markets, to understand their changing needs, and to make informed recommendations to help them meet their financial and employee benefit objectives. It is a source of immense pride for both the client and me when those objectives are achieved.”
Faith is a graduate of Cornell University. Her continuous commitment to education has allowed her to stand out in the industry as a well-known problem solver while also awarding her several designations such as Chartered Life Underwriter, Chartered Financial Consultant and Certified Plan Fiduciary Advisor. Most recently, she received a “Specialist” accreditation through the Business Intelligence Institute* as a Certified Business Exit Consultant.
Faith lives in Boston, Massachusetts but also spends a great deal of time at her second home in Newport, RI. When her busy schedule allows it, she enjoys golf, tennis, and spending time with her family. She is a Founding Member and Board President of the Mass 9/11 Fund which has provided millions of dollars of assistance to the families of those affected by the 9/11 terrorist attacks and continues its role today through educational programs, maintaining the 9/11 Memorial in the Boston Public Garden and sponsoring the annual 9/11 commemoration at the Massachusetts State House.
*Business Intelligence Institute is a Lincoln Financial Advisors initiative focusing on business succession strategies.