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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 45 years of industry experience and a spotless record. We have long-standing relationships with leading firms such as Vanguard and Schwab. Paul Jeffrey, 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 build wealth and control risk.

Careful Wealth Management

Always in your best interest

Managing Risk & Volatility

Building Wealth

Transitioning From Growth To Income

Always Knowing Where You Stand

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Paul M. Jeffrey

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

  •   4421 Kindletree Road, Charlotte, North Carolina 28210
  •   704-674-5804
  •   pj@fairviewfinancial.com
Investment advice offered through Fairview Financial LLC, a registered investment adviser. Registration does not imply a certain level of skill or training. The information contained herein is for educational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal or investment advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained herein. The specific tax consequences of any investment or strategy will depend on your specific tax situation.

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