A complete list of active advisors currently associated with Fairway Asset Management, LLC

Warmer can help you find a great advisor at Fairway Asset Management, LLC or one who fits your needs even better.

The firm serves individuals, high‑net‑worth clients, families, small businesses, and institutional retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. It manages assets held at custodians as well as certain products maintained outside the primary custodian (for example, life insurance and fixed annuities) and bills clients on an asset‑based advisory basis. Investment decisions are driven by a combined top‑down macroeconomic analysis and bottom‑up security selection, with concentrated equity portfolios of roughly 20–30 growth and value stocks, active fixed‑income selection tied to interest‑rate and sector views, and three model risk profiles (aggressive, moderate, conservative). The firm collects client suitability information via a risk‑profile questionnaire, permits reasonable client‑imposed investment restrictions, and uses third‑party managers and model allocations (including an Orion platform for ETF models) for some accounts. Noteworthy for a firm of its size, it is affiliated with an accounting firm and owns an insurance agency; representatives may offer insurance products and may receive commissions or, in some cases, an ongoing advisory arrangement in lieu of commissions, a relationship the firm discloses as a potential conflict of interest. The firm also provides ERISA fiduciary retirement plan consulting and maintains documented policies on custody, proxy voting, and personal trading as part of its compliance and oversight framework.

To learn more about the advisors currently working at Fairway Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.