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 45 years of industry experience and a spotless record. We have long-standing relationships with leading firms such as Vanguard and Schwab. 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.