Firm Overview
We develop deep, trusting relationships with our clients.
Founded in 1995, Fairview Capital strives to provide the highest level of personalized wealth management services and professional investment advisory expertise. We manage more than $1.6 billion as of March 31, 2022, in assets for individuals, families, trusts, and institutional investors
Our goal is to develop deep, trusting relationships with our clients. By combining a tailored financial plan, consistent investment process, and dedicated service, we have enjoyed an exceptional client retention rate since the firm was founded.
We are proud that we have consistently grown through referrals from existing clients, professional advisors, and friends of the firm. Rather than employ salespeople, we allocate our firm’s resources to better serve our clients.
Fairview is committed to working with multiple members of client families, enabling broader decision-making and smooth transitions across generations. Our clients generally have a minimum of $2 million to invest with us, which may include assets from more than one family member.
Our experienced team is able to advise our clients on complex financial situations, acting as coordinator with their estate attorneys, accountants, trustees, and philanthropic advisors.
With offices in both California and Pennsylvania, we serve clients throughout the United States. We will travel to clients as needed.
As an independent Registered Investment Advisor (RIA), we have a fiduciary duty to our clients and a legal obligation to provide advice that is always in their best interest. We are 100% employee-owned.
