Fairman Financial

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Fairman Financial Overview

Type

Multi Family Office

General Information

Fairman Financial is a multi-family office headquartered in Chesterbrook, United States. Founded in 2002, the firm traces its wealth to founder Roy Fairman’s fee-only financial planning and tax advisory practice, and today advises high-net-worth families on integrated wealth management, tax preparation, personal accounting, cash-flow oversight, and investment stewardship—integrates planning, investment and tax expertise for affluent families.

Contact Information

Website:
https://fairmanfinancial.com/

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
1200 Liberty Ridge Dr Ste 320, Wayne, PA

Portfolio & Notable Allocations


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Fairman Financial | Chesterbrook Multi Family Office | Altss