Fairman Group Family Office Rebrands as Fairman Financial™

The organization continues to honor its 20+ year legacy of providing comprehensive financial planning, investment management, and tax services

Fairman Group Family Office (“Fairman”) is rebranding as Fairman Financial. The rebrand serves to refresh and preserve the firm’s legacy of providing financial planning, investment and tax services to high net worth individuals and families. Founded in 2002, Fairman’s 50-person team spans the disciplines of financial planning to provide clients with holistic advice from every angle. The new name best reflects the talent, specialty and scope of Fairman and encapsulates the team’s vision for the future.

“We formed our group over 20 years ago with the goal of helping high net worth individuals and families manage and simplify their financial lives,” said Roy Fairman, Founding Partner and Managing Partner of Fairman. “I am proud to say we have met our goal. Our clients are well-informed and knowledgeable consumers in a very complex marketplace. Everything we have done has been with trust and integrity. Along the way we have built many deep personal relationships with clients. The most important thing we provide is the peace of mind that their financial future is secure and they will be able to live the lives they desire. We have also managed to build a team of extremely talented and dedicated professionals who are passionate about serving clients.”

“Through our model of bringing together talented professionals in financial, estate and tax planning, we have served clients through every facet of their financial lives for over 20 years,” said Doug Morisoli, Founding Partner of Fairman. “Our tagline ‘advice from every angle’ better clarifies the breadth of services we provide to improve the financial lives of our clients for those unfamiliar with a family office.”

Fairman works with a wide range of high net worth individuals and families, including corporate executives, business owners, retirees, widows and divorcees to grow and preserve wealth. The team is composed of credentialed professionals including CPA licensees, CFA® charterholders, CFP® professionals and other specialists in their respective focus areas, giving clients access to a diverse pool of experts.

“We have purposefully built a firm that can help clients with the many aspects of their financial lives, eliminating the necessity to go to multiple different advisors to address their needs,” said Shawn Kindt, Founding Partner of Fairman. “We feel our branding should more directly reflect what we do, which inspired the change. I’m truly excited for the continued evolution of Fairman Financial.”

The fee-only firm specializes in advising clients through life transitions, such as retirement and career changes, preparing for wealth transfer, strategies for company stock, divorce, planning for a business sale or succession, and many other unique scenarios. Fairman prides itself on its customized, client-focused approach to implementing financial plans that align with the evolving financial goals of individuals and families.

Marianne Inforzato, Founding Partner of Fairman added, “Our new look and feel mirrors the energy our team brings to their work each and every day. We are thrilled to roll out the new name and branding to better convey what our core focus is and our philosophy of advising clients from every angle.”

About Fairman Financial™

Fairman Financial is a fee-only financial planning firm located in Chesterbrook, PA, offering wealth management, investment advisory, tax and personal accounting services to individuals in the greater Philadelphia area since 2002. Investment advisory services are provided by The Fairman Group LLC, a registered investment advisor with the Securities and Exchange Commission. For more information visit fairmanfinancial.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240618092123/en/