Home

Investment Management
                & Financial Planning

Careful Investment Management

We focus on a long-term, low cost, well diversified strategy - but also recognize that protection against loss during down markets can make a world of difference.

Fairview Financial, established in 2002, is an independent Registered Investment Advisor with clients nationwide. Our independence allows us to be completely objective and unbiased. By definition we have a fiduciary duty to provide advice that is in the best interest of our clients.

Comprehensive Financial Planning 

Investment management is the core of what we do, however we also understand the importance of financial planning and provide this service to financially established families at no additional charge.  

We deliver a clear view of your financial situation and can help you see how secure you are in reaching your goals.

401(k) Plan Investment Advice and Administrative Guidance

Offering a 401(k) plan comes with a wide range of challenges.  We provide an independent service designed to reduce the burden sponsors and participants face in working towards retirement savings - which can lead to greater acceptance, reduced fees and, in many ways, less risk.   

 

How can we be of service? Reach out to us - we're ready to help.
1-800-809-9209

Request more information
Schedule a call or a meeting 
Are we right for you?
Can we help your business?

 

sub-box1.jpg

Managing Risk & Volatility

Our dynamic approach is designed to avoid severe declines. 

 

sub-box1.jpg

Planning for retirement

Allow us to clarify what comes next.

 

sub-box1.jpg

Transitioning from growth to income

Solutions for today’s low interest rate environment.

 

sub-box1.jpg

Always knowing where you stand

Daily access to account values, documents and reports.