We lead the coordinated implementation of our client’s investment plans, taking into account client net worth, cash flow needs and asset allocation strategies.

Customized Approach
Our advice is based on client needs and objectives.

Open Architecture
As your advisor, we work for you. We are an independent firm and have the freedom to give counsel with your best interests in mind. Our size and network within the investment industry help us access "best of breed" investment solutions.

Fee Only, Objective Advice
We are fiduciaries, not brokers. We do not receive investment banking fees or commissions from trading clients' investments; we have ownership in the business and we work for you; we are not constrained by certain products or managers and can actively pursue our best strategy in your planning.

Experience
We have worked with the high net worth community since we were founded. Our professional advisors include CPAs, CFP® certificants and CFA charterholders that have experience working with women in transition and high net worth business owners. Fairport has the capability to interface with other professionals on the client’s behalf to deliver an integrated, focused experience.