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.