FOCUSED ON PRUDENT INVESTMENT MANAGEMENT AND ADVISORY SERVICES FOR 401(K) PLANS.
Independent Fiduciary Investment Advisor
Fairview Financial is a proudly independent, family-run advisory firm dedicated to prudent investment management and 401(k) plan advisory services. We offer innovative solutions designed to build wealth and control risk.
Together we have over 45 years of industry experience with a spotless record, and long-standing relationships with leading firms such as Vanguard and Schwab.
The Team Behind Fairview Financial
Sharyn M. Jeffrey
OFFICE MANAGER
Paul M. Jeffrey
AIF® | PRESIDENT
Meet Paul Jeffrey
Paul Jeffrey is the Founder, President, and Chief Investment Officer of Fairview Financial LLC, where he has led the firm since 2002 with a focus on integrity and helping clients protect and grow their assets through experienced investment guidance. With more than 30 years in the financial industry, he brings extensive expertise in investment management and retirement plan advisory services.
Meet Sharyn Jeffrey
Sharyn Jeffrey serves as Office Manager for Fairview Financial LLC, where she oversees accounting, administration, and compliance. With a background in managing large teams and supporting global investment banking operations, she contributes strong organizational and strategic expertise that supports the firm’s day-to-day efficiency and long-term success.
