Expertise In Critical Areas
At Fairman Financial we connect all the dots. Not only do we offer comprehensive services that address the different aspects of your wealth management, we also coordinate and communicate with other advisors you may have in place.
We bring together a team of experts who work together to diligently analyze, organize and optimize your financial life. Our skill set covers financial planning, wealth management, tax planning and family office services with a multigenerational approach.
What’s on your mind?
How do I plan for what’s ahead?
Am I well diversified?
How can I efficiently transfer wealth or give to charity?
What do I do with my company stock?
When can I retire?
How do fiduciary advisors differ from financial advisors?
Is it possible to reduce my taxes?
What happens if life doesn’t go as planned?
Who We Serve
High Net Worth Individuals & Families
We help with managing cash flow, overseeing investments, minimizing taxes, addressing charitable goals, as well as facilitating multigenerational planning.
Corporate Executives
One of the challenges of success for executives is finding adequate time to dedicate to personal finances. We guide you through the complexities of planning related to equity-based compensation, benefits, taxation and diversification of concentrated stock.
Service Professionals
As your trusted advisor, Fairman helps alleviate the time demands of effective personal financial planning to create more time for your personal and professional interests.
Attorneys/CPAs/Insurance Agents
Fairman seamlessly collaborates with your external advisors on critical issues related to taxes, preservation of wealth and estate planning.
Retirees, Widows & Divorcees
We routinely work with individuals and families who are navigating the complexities of major life events such as transitioning to retirement, death of a loved one or life without a spouse.
Business Owners & Entrepreneurs
We develop strategies that integrate personal financial objectives with the needs of the business, while also considering challenges such as liquidity, diversification, succession planning and taxation.
Would you like to learn more?
Get the most out of your finances—and your life—with wealth management that sees the full picture.
