Fairbanks Financial Wealth Management

Fairbanks Financial Wealth Management advises individuals (including high‑net‑worth clients), corporate pension and profit‑sharing plans, trusts, estates, charitable institutions and business entities on investment management and broader financial planning needs. Services described in the brochure include portfolio manager selection, asset allocation across equities, fixed income, real estate and other asset classes, tax and estate planning, and assistance with life and health insurance and employee benefit plan design.

The firm analyzes clients’ assets, liabilities, income and risk tolerance to develop investment objectives and target allocations, then recommends professional money managers and multi‑manager, multi‑style strategies that may use fundamental, quantitative, indexing or technical analysis. The December 25, 2025 brochure states the firm advised approximately $90,000,000 of client investments managed on a non‑discretionary basis, and notes that beginning in May 2025 it started requesting limited discretionary authority from longer‑standing clients to rebalance portfolios, satisfy withdrawals, and handle RMDs and Roth conversions.

Noteworthy distinctions include spending more than one third of professional time on tax, insurance and employee‑benefit planning in addition to investment advice, and operating as a dba of a predecessor organization with roots back to 1976. The firm does not take custody of client assets, uses third‑party account access tools (for example Pontera) for a small number of accounts with client authorization, and provides regular account reviews (typically quarterly) with at least annual in‑person meetings as requested.