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Concentrated Stock Positions

Concentrated Stock Positions: Strategies to Protect Wealth

  • By Fairman Group
  • on July 3, 2017

If one stock represents 20-30% or more of your portfolio, your wealth may be too concentrated and therefore subject to risk from the ups and downs of that security. This can happen any number of ways: perhaps you inherited...

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What You Need to Know When Changing Jobs

  • By Fairman Group
  • on July 3, 2017

If you’re changing jobs in the near future, there are steps you can take now to make sure the transition goes smoothly for your personal finances and retirement planning. The financial component of changing jobs can be tricky, especially...

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Tending to Financial Matters After the Death of a Spouse

  • By Fairman Group
  • on July 3, 2017

After Mary’s husband of 20 years died unexpectedly in an accident, she must now do more than cope with the grief of losing a loyal companion; she must assume the critical financial decisions that affect her, her family and...

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Recent Posts
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About Us

Fairman Group takes a 360-degree view of your financial life, so you can gain a greater feeling of security and discipline as you make more proactive and informed decisions.

Our Approach

Our client-centered approach is flexible, offering full integration of your family’s financial planning, investment advice, and tax accounting needs, or services in select areas. Choose what you need from the services we offer in a cost-effective manner.

Contact Us

899 Cassatt Road, Suite 115, Berwyn, PA 19312
610-889-7300
serviceteam@fairmangroup.com

Investment advisory services are offered through The Fairman Group LLC. The Fairman Group LLC is registered with the Securities and Exchange Commission under Section 203(c) of the Investment Advisers Act of 1940. View Our Compliance Statement