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

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

Fairway Wealth Management primarily serves high‑net‑worth individuals and families, delivering integrated wealth management and family office services and offering limited advisory work for companies and company‑sponsored retirement plans. The firm also offers a scaled “Next‑Gen” program focused on investment advisory services and limited financial counseling for younger family members of existing clients. The firm’s investment approach emphasizes integrating financial, investment and estate planning, implementing client‑specific asset allocations with third‑party managers, tax‑aware positioning, and attention to cost control and behavioral discipline. Fairway reports nearly $3.0 billion in assets under management and, unusually for peers of its size, manages a larger portion of its assets on a non‑discretionary basis (approximately $1.68 billion non‑discretionary versus $1.30 billion discretionary) and routinely monitors held‑away accounts such as 401(k)s and 529 plans. Fairway is an indirect, wholly‑owned subsidiary of Focus Financial Partners and leverages affiliated platform capabilities that are atypical for many multi‑team advisories, including access to private pooled vehicles managed by an affiliate (SCS), third‑party cash and credit solutions facilitated through UPTIQ, and introductions for insurance placement via Focus Risk Solutions. The brochure discloses these relationships and related conflicts of interest, and the firm notes operational practices tied to its family‑office work (such as occasional check‑writing authority) that can result in custody designations and attendant oversight requirements.

To learn more about the advisors currently working at Fairway Wealth 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.