A complete list of active advisors currently associated with Fairway Planning

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

Fairway Planning is a fee‑only adviser that provides financial planning and discretionary investment management to individuals, including high‑net‑worth clients. Services include project‑based and ongoing planning alongside portfolio management covering retirement planning, tax considerations, estate planning, college savings, insurance review, and business planning, and the firm will coordinate with third‑party professionals at a client’s request. The firm’s investment approach is asset‑allocation driven and grounded in modern portfolio theory, using a mix of passive index funds, ETFs and selected active funds, with portfolios managed primarily for the long term but with short‑term trades when appropriate. Fairway also uses external model portfolios and outside managers — subscribing client accounts to the Altruist Model Marketplace and offering Vanguard Advisors‑generated portfolios — and presents clients with a single blended advisory fee that includes outside manager charges when those services are used. Fairway is a newly formed, small advisory firm that reported no assets under management and no clients as of its first fiscal year‑end, which may be relevant to prospective clients assessing track record and operational history. The firm’s principal comes from a product management/fintech background rather than a traditional long advisory tenure, and the firm recommends use of the Altruist custodial platform as part of its operating model, a choice that can affect order execution and client‑directed brokerage arrangements.

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