The Fairman team continues to grow as we seek innovative ways to serve our clients. We are excited to announce three new members of our team, including Dawn Eross, Jason Kleinschmidt and David Schmidling. These individuals support our advisory teams in a range of disciplines. Jason and David provide operational, technology and wealth management support and Dawn joins our tax team as an operations specialist.

Fairman Group Family Office Rebrands as Fairman Financial™

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.