A complete list of active advisors currently associated with Fairway Capital Advisors

Warmer can help you find a great advisor at Fairway Capital Advisors or one who fits your needs even better.

Fairway Capital Advisors serves individual clients — including high‑net‑worth households — as well as trusts, estates and employer retirement plans. The firm offers comprehensive portfolio management, standalone financial planning, and ongoing retirement plan consulting. The firm’s investment process typically operates on a non‑discretionary basis: it obtains client approval prior to effecting trades and implements strategies through a mix of in‑house management, separately managed accounts and selected third‑party money managers. Portfolios and third‑party managers are monitored periodically and the firm recommends institutional custodians and execution platforms to clients. Distinctive for a supported firm of its size, Fairway sponsors a wrap fee program limited to legacy clients while requiring all new clients to sign non‑wrap agreements, and it reported approximately $66.7 million in non‑discretionary regulatory AUM and $0 in discretionary AUM as of the reporting date. The firm operates with a small advisory team (two advisors serving under 50 clients) and emphasizes client consent, third‑party manager due diligence, and periodic reviews as central elements of its operating model.

To learn more about the advisors currently working at Fairway Capital Advisors, 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.