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Independent Fiduciary Investment Advisor

 

Focused on prudent investment management and advisory services for 401(k) plans

    

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Fairview Financial is a proudly independent, family-run advisory firm - dedicated to prudent investment management and 401(k) plan advisory services.

Together we have over 40 years of industry experience and a spotless record. Our Charlotte, NC office has been at the same location for over 18 years and we have long-standing relationships with leading firms such as Vanguard and TD Ameritrade. Paul Jeffrey, a CFP and an Accredited Investment Fiduciary, is committed to personally helping each of our clients protect and grow their accounts.

As fiduciaries, we are dedicated to working strictly in the best interests of our clients. We offer innovative solutions designed to control risk and to capture the potential wealth creation resulting from the acceleration of technological innovation.

Careful Wealth Management

Always in your best interest

Managing Risk & Volatility

Building Wealth

Transitioning From Growth To Income

Always Knowing Where You Stand

Photo of team member

Paul M. Jeffrey

CFP®, AIF®

President

Paul Jeffrey is the founder, President and Chief Investment Officer of Fairview Financial LLC. Since 2002 he has led the company to continued...

Sharyn M. Jeffrey

Office Manager

Sharyn Jeffrey is the Office Manager for Fairview Financial LLC. In this capacity she is responsible for accounting, administration and compliance...

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Contact info

  •   6100 Fairview Road, Suite 1210 , Charlotte, North Carolina 28210
  •   704-674-5804
  •   pj@fairviewfinancial.com

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