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Client Scenarios

Your life is complex.

Members of Your Executive Team

Our collaborative team will work with your organization’s Financial and Human Resources departments to ensure that those who provide the leadership that makes your company so outstanding, also protect their wealth.

Corporate Executives

Let Fairman Group help you with equity-based compensation and regulatory requirements, so you aren’t bogged down with the details.

Service Professionals

Let Fairman Group help you create a life plan for working as long as you’d like, moving toward retirement, or keeping intellectually active in some other way.

Business Owners & Entrepreneurs

Fairman Group can help you manage cash flow, oversee investments, and minimize taxes, as well as advise you on critical issues, like business succession to a new generation or owner.

Attorney/CPA Referrals

Fairman Group provides the personal attention and seamless integration with your advice and counsel on critical issues related to taxes, preservation of wealth, and estate planning.

Existing Clients

If you are grappling with a life event, such as investing in a property, changing jobs, or being on either side of a transfer of wealth, we are there to help you.

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