Fairman Financial
Fairman Financial provides a full range of wealth management and tax advisory services to high net worth individuals and families. Our expert advice and proven services improve the lives of our clients by helping them achieve their financial goals. Total Integration Of Your Planning Needs Whether it’s tax planning, tax return preparation, independent investment advice, cash flow/retirement analysis or estate planning, we offer total integration of your financial needs. We advise you with a big picture perspective, paying careful attention to the interrelated aspects of your wealth strategy. Value-Added Relationship That Serves Your Needs If you need total service and support of your wealth management strategy or guidance in solving your most complex problems, we can flexibly structure a relationship with the level of service that is right for you. Fairman Financial is a fee-only service provider and is not affiliated with any product providers. We enable you to establish a fee and billing structure that best meets your needs.
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Verified contacts
45
available on Kipplo
LinkedIn employees
49
11 to 50 range
Open roles
—
no listings
Distinct roles
27
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
45 contacts with verified email or phone · masked until revealed.
- HJ
Holly J. Vining
Family Office Consultant · Finance & Accounting
EmailPhone - JP
Joann Priole
Director of Human Resources · Human Resources
EmailPhone - LP
Lee Profy
Principal · Finance & Accounting
EmailPhone - MM
Margaret McGarrey
CPA, Principal · Finance & Accounting
EmailPhone - BY
Beth Young
Manager · General Business & Management
EmailPhone - DK
Drew King
Senior Manager · General Business & Management
EmailPhone - KT
Kelley Taylor
Senior Wealth Advisor · Finance & Accounting
EmailPhone - PG
Patrick Gorgonzola
Senior Wealth Advisor · Finance & Accounting
EmailPhone - SM
Samuel Mullen
Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 45 verified contacts
Top roles at Fairman Financial
27 distinct titles indexed · top 10 shown.
- 5wealth advisor
- 2senior wealth advisor
- 2tax consultant
- 1, -
- 1accounting intern
- 1administrative and marketing intern
- 1associate
- 1client services manager
- 1cpa, principal
- 1director of human resources
- +17more titles
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