Fairman Group Family Office
Advice from every angle
4.5
Fairman Financial is a fee-only financial planning firm offering wealth management, investment advisory, tax planning, and personal accounting services to high net worth individuals and families.
About
Fairman Financial is a fee-only financial planning firm, located in Chesterbrook, PA, offering wealth management, investment advisory, tax and personal accounting services to individuals in the greater Philadelphia area, since 2002. They are a fiduciary who serves clients with skill, care, prudence and diligence through a disciplined and integrated process.
Their key differentiators are their breadth of services and expertise. As a fiduciary, they serve clients with a disciplined and integrated process. Their credentialed, multi-disciplinary team collaborates with clients on the many aspects of their financial affairs. They are compensated from client advisory fees only and do not sell products or insurance and do not accept commissions, referral fees, loads/12b-1 fees or any other compensation from outside sources. Their services include comprehensive financial planning, investment management, tax planning & preparation, and family office services. They serve high net worth individuals & families, corporate executives, service professionals, attorneys/CPAs/insurance agents, retirees, widows & divorcees, and business owners & entrepreneurs.
Services
Comprehensive Financial Planning
Integrated comprehensive financial planning services with cash flow management, retirement planning, tax/estate/charity planning, investment management, and insurance analysis.
Investment Management
Strategic investment management aligning investment strategy to personal goals and values using a research-based, institutional approach. Services include portfolio analysis, investment implementation, ongoing due diligence, and performance reporting.
Tax Planning & Preparation
Strategic tax planning and preparation services. Provides proactive, multi-year planning to minimize tax burden, tax return preparation/review, and liaison with tax authorities including audit representation.
Family Office Services
Streamlined finances with family office services including cash flow management & bill pay, personal accounting, budgeting & analysis, Form 1099 tax reporting, and document retention.
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