# Fairman Financial

Fairman Financial is a Multi Family Office based in Chesterbrook, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Chesterbrook, United States
- **Region:** North America
- **Address:** 1200 Liberty Ridge Drive, Suite 320, Chesterbrook, PA 19087
- **Founded:** 2002
- **Assets under management:** 851 (Altss estimate)
- **Website:** fairmanfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/fairman-financial

## About

Fairman Group was established in 2002 by Roy Fairman after his departure from Arthur Andersen. Founding partners Marianne Inforzato and Doug Morisoli joined to build the practice. The firm provides services to high-net-worth individuals and families in the greater Philadelphia region. The firm offers financial planning, investment advisory, tax preparation, and family-office administration. Services include cash-flow management, bill payment, financial reporting, and budget analysis. No public information details specific asset classes, fund commitments, or named portfolio holdings. Geographic activity remains limited to North America. The team includes more than thirty credentialed professionals. Shawn Kindt succeeded Roy Fairman as managing partner. No additional offices or adjacent vehicles such as foundations or clubs appear in public records. No operational events from the last twenty-four months have been identified. The firm functions as a fee-only registered investment advisor without external product distribution. Governance rests with the partner group that combines planning, tax, and investment disciplines under one roof.

## Sectors

- Wealth Management
- Tax Planning & Preparation
- Investment Management
- Family Office Services

## People

- Roy Fairman — Founding Partner
- Shawn Kindt — Managing Partner
- Marianne Inforzato — Founding Partner
- Doug Morisoli — Founding Partner

## Questions

### Who runs investment decisions at Fairman Group?

Shawn Kindt serves as managing partner. Doug Morisoli contributes investment advisory expertise as a founding partner. The firm does not publish an investment committee roster or external CIO.

### Is Fairman Group structured as a single family office or multi-family office?

The firm operates as a multi-family office serving multiple high-net-worth clients. It maintains a single location in Chesterbrook, Pennsylvania.

### Does Fairman Group participate in fund commitments or only direct deals?

Public materials describe investment management services but disclose no fund commitments, co-investments, or direct holdings. No portfolio companies are named.

## Related profiles

- [Torevell and Partners](https://altss.com/profile/torevell-and-partners)
- [Cleam Capital](https://altss.com/profile/cleam-capital)

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Last updated: 2026-08-10T15:54:10.904Z

Canonical page: https://altss.com/profile/fairman-group

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