Congratulations Fairman Financial Employees

Our Investment Advisory Team is proud to announce the addition of three new members who will become part of our integrated and personalized approach to how we serve our clients. As a team, we build customized portfolios tailored to each client’s unique situation. We also provide ongoing independent supervision, monitoring, investment screening, detailed performance reporting and tax-sensitive rebalancing recommendations.

Welcome Our New Team Members – December 2022

Our Investment Advisory Team is proud to announce the addition of three new members who will become part of our integrated and personalized approach to how we serve our clients. As a team, we build customized portfolios tailored to each client’s unique situation. We also provide ongoing independent supervision, monitoring, investment screening, detailed performance reporting and tax-sensitive rebalancing recommendations.

Fairman Financial Welcomes New Team Members

Fairman Group Family Office is proud to announce the addition of six new members of our team. This team provides an array of financial services to manage the responsibility of both complex and routine financial affairs, including cash flow management and scheduled account distributions, tax projections, return preparation, and disbursements. These personal and technical tasks are in capable hands with our growing team of professionals.

Fairman Financial Welcomes New Investment Advisory Team Members

Our Investment Advisory Team is proud to announce the addition of three new members who will become part of our integrated and personalized approach to how we serve our clients. As a team, we build customized portfolios tailored to each client’s unique situation. We also provide ongoing independent supervision, monitoring, investment screening, detailed performance reporting and tax-sensitive rebalancing recommendations.