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Fairman Group Welcomes New Employees & Congratulates Its Newest CFP® Certificant

  • By Fairman Group
  • on August 8, 2020

Fairman Group Family Office is excited to congratulate Jason McWilliams for earning his CFP® and welcome Eriona Howard, Matthew Ohenrich, Samuel Mullen, and Damaya Ennis to our team! Learn more about them here.

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Winning the Financial Advisor “Name Game”

  • By Fairman Group
  • on February 19, 2019

It might make sense to seek advice from a financial professional as you plan for retirement, so you start your research. Unfortunately, this results in a myriad of confusing titles: Financial Consultant, Financial Advisor, Advanced Retirement Specialist, Wealth Manager,...

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Top 5 Questions To Ask Your Financial Advisor Regarding Portfolio Risk

  • By Fairman Group
  • on September 14, 2018

If you are preparing for a meeting with your financial advisor—whether as part of an ongoing relationship or exploring a potential new advisor—there are some questions you should ask in order to more deeply understand your risks. Use these...

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Recent Posts
  • 2023 Year-End Planning Checklist December 4, 2023
  • Congratulations Fairman Employees November 12, 2023
  • Estate Planning Strategies for 2023 November 1, 2023
  • Welcome New Team Members December 15, 2022
  • IRS Annual Inflation Adjustments November 28, 2022
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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

1200 Liberty Ridge Drive, Suite 320, Chesterbrook, PA, 19087
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