Fairway Wealth Management LLC

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.

For the 17th straight year, Fairway Wealth Management was named on Financial Advisor’s 2026 ranking of top RIAs. Ranking...
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/

Last week, a few team members went to volunteer with the Akron Canton Regional Food Bank. They served 254 meals in just ...
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!

From market milestones to moments worth celebrating, this quarter offered plenty to reflect on.As we celebrate 250 years...
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/

06/25/2026

Return on life, not just return on investment.

It’s a simple phrase, but it captures how we think about financial planning. Beyond investments, we help coordinate the many moving pieces of a client's financial life so they can spend less time worrying about their finances and more time focusing on what matters most.

In this newly created video, hear from members of our team about the relationships, trust, and purpose that drive our work every day.

Today, wealth management is about more than managing risk and investments. Many individuals and families are having fina...
06/23/2026

Today, wealth management is about more than managing risk and investments. Many individuals and families are having financial conversations that involve legacy, values, family dynamics, education, and more.

In a recent article for AdvisorEngine's Action! Magazine, Mark Weiskind shared Fairway's approach to discussing financial planning as a family and the merits of including younger generations in fiscal conversations.

He explained why family meetings are helpful for everyone involved, especially when there are trusts and family partnerships in the mix. Family meetings help "next generations understand what these vehicles are, why they were set up, and how they work," he said.

Read the full article: https://buff.ly/eDUPo9e

Not only was yesterday the start of a new month, but it marked the beginning of our summer internship program. We're so ...
06/02/2026

Not only was yesterday the start of a new month, but it marked the beginning of our summer internship program. We're so excited to welcome Sydney King to the Fairway team!

A senior at Miami University, Sydney is pursuing a Bachelor's degree in Finance while working toward a combined Master of Business Administration (MBA). During her internship, she will assist with a variety of projects, gaining insight into the financial planning profession.

She'll also see firsthand how our team supports clients through a relationship-driven approach. At Fairway, we believe being a Personal CFO means more than managing investments. It's about helping individuals and families navigate the financial decisions that come with every stage of life. We're excited to share that perspective with Sydney throughout her internship.

We're thrilled to have Sydney join us this summer. Please join us in welcoming her to the team!

Inflation-proofing your portfolio is top of mind for investors. Matt, Director of Investment Research, recently shared h...
05/26/2026

Inflation-proofing your portfolio is top of mind for investors.

Matt, Director of Investment Research, recently shared his thoughts with CNN's John Towfighi on strategies investors can use to protect their wealth in an inflationary environment, including Treasury Inflation Protected Securities (TIPS).

"It’s a government security, so very high-quality fixed income," he said. "And then the inflation-protected piece is a cherry on top."

Read the full article: https://www.cnn.com/2026/05/18/business/investments-inflation-protection-tips

Address

6055 Rockside Woods Boulevard , Suite 330
Independence, OH
44131

Website

Alerts

Be the first to know and let us send you an email when Fairway Wealth Management LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Fairway Wealth Management LLC:

Shortcuts

Share

Category