The Fairview Difference

We Are Dedicated to Providing Outstanding Advice and Service.

Here is what you get when you work with us:

BOUTIQUE-APPROACH
Boutique approach

A firm with fewer clients and a higher level of client service.

TEAM
AN EXPERIENCED, DIVERSE AND STABLE TEAM

A firm that recruits the best talent and has little employee turnover.

TAX
TAX EFFICIENT INVESTING

A firm that carefully considers tax consequences when making financial decisions.

ADVICE
PERSONALIZED ADVICE

A team of professionals that knows your specific financial situation and will respond promptly to your personal needs and questions.

ACCESS
ACCESS TO THE ENTIRE FAIRVIEW TEAM

A team that leverages different viewpoints and backgrounds to provide the best advice.

EXPERT
EXPERT INVESTMENT RESEARCH AND PERSONALIZED PORTFOLIOS

A team of investment analysts dedicated to researching and selecting securities for your portfolio.

TRANS
COMPLETE TRANSPARENCY

You will know what investments you own and why, how they are performing, and what fees you are paying.

PLAN
THOUGHTFUL, LONG-TERM FINANCIAL PLANNING

You will understand how various choices and financial scenarios affect your future financial status.

MULTI
MULTI-GENERATIONAL APPROACH

Our advisors work with two or even three generations of your family.

Here Is What You Don’t Get

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A firm where you will get “lost in the shuffle” and feel like you aren’t important.
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A “one-size fits all” approach to your investments and financial plan.
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Advisors who take a reactive approach to market conditions.
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A firm that is focused on the needs of outside shareholders, rather than your best interests.
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Expensive products and hidden fees.
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A portfolio that is overly complex.
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  • Offices:

    San Francisco Bay Area Office
    300 Drakes Landing Road, Suite 250, Greenbrae, CA 94904
    (415) 464-4640

    Pittsburgh Office
    103 Brilliant Avenue, Suite A, Pittsburgh, PA 15215
    (412) 963-9160

Nothing in these materials should be construed as investment or legal advice or a recommendation to purchase or sell securities. The information is not intended as an offer to provide advisory services in any state or jurisdiction where such offer would not be permitted under applicable law.

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