A complete list of active advisors currently associated with Fairway Investment Group, LLC
Warmer can help you find a great advisor at Fairway Investment Group, LLC or one who fits your needs even better.
Fairway Investment Group provides fee‑based investment advisory and portfolio management primarily to members of the Michigan Education Association and their families, as well as to individual retirement accounts, trusts, estates and small businesses. The firm reports roughly $96 million in assets under management across about 791 client relationships served by 27 investment professionals. The firm delivers advice through LPL Financial‑sponsored programs (Strategic Wealth Management, Optimum Market Portfolios, Model Wealth Portfolios and Guided Wealth Portfolios) and uses an Investor Profile Questionnaire to tailor asset allocation and periodic rebalancing. Fairway generally operates on a non‑discretionary basis—its investment adviser representatives do not have authority to trade client accounts on a discretionary basis even though some LPL program models may permit discretionary trading. Fairway is a wholly owned subsidiary of MEA Financial Services and its representatives are dually registered with an affiliated broker‑dealer, Paradigm Equities, which permits clients the option to implement recommendations on a commission basis and access insurance products; those affiliations and potential conflicts are disclosed in the brochure. Compared with many multi‑team peers, the firm is notable for its membership‑focused client base, its primarily non‑discretionary approach to managed assets, and an absence of standalone financial planning engagements as a core offering.
To learn more about the advisors currently working at Fairway Investment Group, 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.
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