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Independent Fiduciary Investment Advisor &
Certified Financial Planner™

 

Focused on prudent and efficient investment management.

    

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Fairview Financial is a proudly independent, family-run advisory firm - dedicated to your financial health and to customized long term planning for retirement.

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 17 years and we have long-standing relationships with leading firms such as Vanguard and TD Ameritrade. Paul Jeffrey, a Certified Financial Planner and an Accredited Investment Fiduciary, is committed to personally helping each of our clients achieve their goals.

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

Planning For Retirement

Transitioning From Growth To Income

Always Knowing Where You Stand

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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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