Fairman Group Family Office Rebrands as Fairman Financial™
June 18 2024 - 2:46PM
Business Wire
The organization continues to honor its 20+
year legacy of providing comprehensive financial planning,
investment management, and tax services
Fairman Group Family Office (“Fairman”) is rebranding as Fairman
Financial. The rebrand serves to refresh and preserve the firm’s
legacy of providing financial planning, investment and tax services
to high net worth individuals and families. Founded in 2002,
Fairman’s 50-person team spans the disciplines of financial
planning to provide clients with holistic advice from every angle.
The new name best reflects the talent, specialty and scope of
Fairman and encapsulates the team’s vision for the future.
“We formed our group over 20 years ago with the goal of helping
high net worth individuals and families manage and simplify their
financial lives,” said Roy Fairman, Founding Partner and Managing
Partner of Fairman. “I am proud to say we have met our goal. Our
clients are well-informed and knowledgeable consumers in a very
complex marketplace. Everything we have done has been with trust
and integrity. Along the way we have built many deep personal
relationships with clients. The most important thing we provide is
the peace of mind that their financial future is secure and they
will be able to live the lives they desire. We have also managed to
build a team of extremely talented and dedicated professionals who
are passionate about serving clients.”
“Through our model of bringing together talented professionals
in financial, estate and tax planning, we have served clients
through every facet of their financial lives for over 20 years,”
said Doug Morisoli, Founding Partner of Fairman. “Our tagline
‘advice from every angle’ better clarifies the breadth of services
we provide to improve the financial lives of our clients for those
unfamiliar with a family office.”
Fairman works with a wide range of high net worth individuals
and families, including corporate executives, business owners,
retirees, widows and divorcees to grow and preserve wealth. The
team is composed of credentialed professionals including CPA
licensees, CFA® charterholders, CFP® professionals and other
specialists in their respective focus areas, giving clients access
to a diverse pool of experts.
“We have purposefully built a firm that can help clients with
the many aspects of their financial lives, eliminating the
necessity to go to multiple different advisors to address their
needs,” said Shawn Kindt, Founding Partner of Fairman. “We feel our
branding should more directly reflect what we do, which inspired
the change. I’m truly excited for the continued evolution of
Fairman Financial.”
The fee-only firm specializes in advising clients through life
transitions, such as retirement and career changes, preparing for
wealth transfer, strategies for company stock, divorce, planning
for a business sale or succession, and many other unique scenarios.
Fairman prides itself on its customized, client-focused approach to
implementing financial plans that align with the evolving financial
goals of individuals and families.
Marianne Inforzato, Founding Partner of Fairman added, “Our new
look and feel mirrors the energy our team brings to their work each
and every day. We are thrilled to roll out the new name and
branding to better convey what our core focus is and our philosophy
of advising clients from every angle.”
About Fairman Financial™
Fairman Financial is a fee-only financial planning firm located
in Chesterbrook, PA, offering wealth management, investment
advisory, tax and personal accounting services to individuals in
the greater Philadelphia area since 2002. Investment advisory
services are provided by The Fairman Group LLC, a registered
investment advisor with the Securities and Exchange Commission. For
more information visit fairmanfinancial.com.
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Kara Lester Gregory FCA for Fairman Financial
fairmangroup@gregoryfca.com