Kindt and firm partners will continue the firm’s service-oriented legacy
Fairman Financial (“Fairman”) proudly names Shawn Kindt as Managing Partner. Kindt, one of four partners who founded the firm in 2002, succeeds Roy Fairman, the firm’s managing partner since its inception.
As a fee-only financial advisory firm, Fairman serves high-net-worth individuals and families. Their multidisciplinary team offers a variety of specialized services, including financial planning, investment management, estate planning, tax planning and preparation, and personal accounting. Fairman is located in southeast Pennsylvania and serves clients nationwide. Their motto, “advice from every angle,” reflects their dedication to personalized, holistic independent financial advice, delivered by a team of skilled professionals dutifully serving clients’ best interests.
Kindt has driven significant growth as co-head of Fairman’s financial planning practice. Along with a deep understanding of the firm’s cultural values, he brings nearly 30 years of industry experience and background in tax-centric financial planning and investment management to his new role.
“Alongside fellow founding partners Doug Morisoli and Marianne Inforzato and with Roy’s ongoing consultation, I look forward to leading our stellar group of over 40 professionals on a path of continued growth. I seek to uphold our standards for bringing exceptional service experiences and comprehensive advice to our clients, both current and future,” said Kindt.
Roy Fairman, who prior to Fairman Financial was a partner at the global accounting firm Arthur Andersen (“Andersen”) for decades and served as the head of Andersen’s tax practice in Philadelphia, will continue to serve select legacy clients as their trusted advisor and tax expert and provide leadership support to Kindt, Morisoli and Inforzato.
“The firm has a very bright future,” said Fairman. “We have great clients and great people at all levels. Our goal is to build on the foundation we created. We want our clients to sleep well at night knowing someone who cares is on top of their financial situation. I am confident Shawn’s leadership, assisted by Doug and Marianne and the rest of the team, will uphold our values and exceed our clients’ expectations.”
“Roy’s name and reputation are synonymous with trust and integrity. Those traits, along with his constant advocacy for clients and for always giving them the honest advice they need, whether they like it or not, are woven into the culture of our firm,” commented Kindt. “We are passionate about what we do and about doing it the right way. Doug, Marianne and I are brimming with excitement, confidence and optimism as we enter this next chapter.”
About Fairman Financial
Fairman Financial is a fee-only financial planning firm, located in Chesterbrook, PA, offering wealth management, investment advisory, tax and personal accounting services since 2002. The firm is a fiduciary that serves clients with skill, care and diligence through an integrated process. Investment advisory services are provided by The Fairman Group LLC, an independent investment advisor registered with the Securities and Exchange Commission.
