Fairway Wealth Management LLC

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Independence, OH
Fairway Wealth Management LLC

Fairway is one of Ohio's largest fee-only, independent wealth management firms, serving the unique needs of affluent individuals and families.

Fairway Wealth Management was founded by two CPAs in 2002 to serve the complex and continuing needs of wealthy families. Our expert advice and advisory team leadership helps clients enjoy their wealth…in lifestyle, legacy, and peace of mind. We pride ourselves on leadership, service, and the ability to deliver reliable value to our clients...value powered by expertise and effort; not predictions,

stock-picking, or market timing. As completely independent advisers, we are the antidote to the mostly product-dominated financial services world. We owe our clients a fiduciary duty and are experts at buying financial products, while not being compensated in any way for selling them. Our firm advises on over $1.2 billion in portfolio assets under management for about 180 clients in Ohio, Florida and 19 other states.

09/02/2026

"Years from now, your children won't remember what the stock market did this summer. They’ll remember the vacations, family traditions, and time you spent together."

On our latest blog, Taylor Paperinik breaks down 5 questions to ask yourself as we say goodbye to another summer season. The strongest plans often begin with honest conversations about the kind of life you want to lead.

Read the full blog here: https://buff.ly/4JZrXQQ

08/25/2026

Last week, Mark Weiskind joined host Sophie Hanneken on the GAVIN Fi Podcast to discuss Fairway’s recent brand refresh and the strategy behind it.

With this refresh, our look has evolved, but the values behind Fairway remain the same: simplicity, transparency, and a service-forward approach. The goal of our refresh was to better communicate to the broader community who we are, the work we do, and the high level of service we provide to our clients.

Tune in to hear Mark share more about the evolution of the Fairway brand and how we’re working to tell our story more widely and effectively.

https://fairwaywealth.com/mark-weiskind-on-the-gavin-fi-podcast/

08/21/2026

At Fairway, we believe tax efficiency should be considered throughout the wealth planning process – not just when tax season rolls around.

Our team brings a strong foundation in tax and financial planning to help clients consider the after-tax impact of their investment and wealth decisions.

Blake Rudy, Associate of Wealth Advisory Services was featured in a recent MarketWatch article discussing the importance of tax efficiency.

Read the article: https://fairwaywealth.com/blake-rudy-quoted-in-market-watch/

08/18/2026

Monumental life changes are often the moment people realize their estate plan needs updated, and building a lasting legacy requires keeping your plan current.

Brian Tullio, Partner in Wealth Advisory Services, shared his expertise on estate planning in a recent article for MoneyLion, syndicated by MSN and AOL.

"Most major inflection points in life warrant a review of your estate plan," he said. "Marriage and having your first child are common life events that prompt individuals to create an estate plan for the first time."

Read the full article: https://fairwaywealth.com/strengthening-your-legacy-through-estate-planning/

08/13/2026

Roth conversions are a transformative, post-retirement option that provide avenues for tax benefits and can serve as a generational wealth transfer tool. However, they require planning and are often misunderstood.

Carter McAbier, Wealth Advisory Services Associate, breaks down the various factors that every retiree should to consider.

https://fairwaywealth.com/the-roth-conversion-questions-every-retiree-should-ask/

08/10/2026

Today, Maria Hinton was awarded the Fairway Wealth Management LLC Golden Paperclip award for Q2 2026. Congratulations, Maria!

07/28/2026

Every firm has a beginning. Ours started with an MBA project.

In 1992, Co-Founder Dan Gaugler developed a business plan for what would eventually become Fairway Wealth Management. Ten years later, that plan became reality. Today, we're honored to serve approximately 300 families as their Personal CFO.

Watch Dan share how Fairway began and the principles that have shaped our firm from day one.

https://fairwaywealth.com/about/

07/15/2026

For the 17th straight year, Fairway Wealth Management was named on Financial Advisor’s 2026 ranking of top RIAs. Rankings are based on firm assets under management as of 12/31/25. While size is not a determinant of success or quality, it is again an honor to be recognized as one of the to firms in the country.

Read more here: https://fairwaywealth.com/fwm-recognized-as-a-top-ria-by-financial-advisor-magazine/

07/13/2026

Last week, a few team members went to volunteer with the Akron Canton Regional Food Bank. They served 254 meals in just a few short hours and enjoyed giving back to the community!

07/03/2026

From market milestones to moments worth celebrating, this quarter offered plenty to reflect on.

As we celebrate 250 years of the United States of America, we're wishing you a safe and happy Fourth of July. Our latest Market Commentary is now available. https://fairwaywealth.com/market-commentary-6-30-26/

Address

6055 Rockside Woods Boulevard , Suite 330
Independence, OH
44131

Website

http://www.fairwaywealth.com/

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