Our Fully Integrated Approach

Your life is multifaceted. Why not work with a team of financial advisors who can help you see the big picture? Armed with an understanding of your unique situation, we apply our expertise with a refined process that comprehensively addresses your financial planning, wealth management, tax and personal accounting needs. 

Personalized and unbiased advice for every client

We’re focused on solving problems, not selling products

Comprehensive Financial Planning

By fitting together the many pieces of your financial puzzle, we can help you plan for the life you want now and in the future.

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Investment Management

We develop, implement and oversee a forward-looking investment strategy that aligns with your goals, time horizon and risk tolerance.

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Tax Planning & Preparation

We analyze your situation to identify and implement effective tax planning strategies. We have the expertise to assist with a full range of complex tax filings.

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Family Office Services

We offer bookkeeping, bill paying and personal accounting services which enables simplified administration of your financial affairs.

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Dedicated and Disciplined

We understand and respect how deeply personal your financial matters are. That’s why we take the time to learn about your goals and desires, consider the entire ecosystem of your wealth, and help you make informed, confident decisions. 

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Get the most out of your finances—and your life—with wealth management that sees the full picture. 

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Investment advisory services are offered through The Fairman Group, LLC. The Fairman Group, LLC is registered with the Securities and Exchange Commission under Section 203(c) of the Investment Advisers Act of 1940.
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