A complete list of active advisors currently associated with Fahey Financial

Warmer can help you find a great advisor at Fahey Financial or one who fits your needs even better.

The firm provides financial planning, consulting, and retirement plan advisory services to individuals, pension and profit-sharing plans, trusts, and other entities. Its offerings include written financial plans, limited-scope investment advice, and ERISA plan consulting for qualified retirement plans. Rather than directly managing client portfolios, the firm typically recommends and coordinates with third-party money managers and may serve as a non-discretionary 3(21) ERISA advisor, monitoring managers and providing required disclosures. Financial planning engagements begin with in-depth fact-finding and periodic reviews; the firm does not custody client assets or execute trades for client accounts. Noteworthy features relative to peers include the principal’s ongoing activity as a licensed insurance producer (approximately 30% of her time), a clear pension consulting practice, and a regular practice of selecting and referring clients to other advisers with disclosed referral arrangements. The firm also commonly charges planning and consulting on an hourly basis rather than relying primarily on percentage-of-assets fees, and it discloses potential conflicts that may arise from insurance and referral compensation.

To learn more about the advisors currently working at Fahey Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.