Fairview Financial LLC

Fairview Financial provides investment management to individuals (including high‑net‑worth clients) and also serves pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other entities. The firm delivers discretionary portfolio management for individual accounts and non‑discretionary 401(k) plan advisory and pension consulting services.

Investment portfolios are primarily built from exchange‑traded funds and no‑load mutual funds and are managed through a customized, dynamic allocation framework that includes passive equities, active equities, and income & risk‑mitigation components; individual securities may be used occasionally. The firm uses screening, ongoing monitoring and charting to inform allocations and explicitly takes client‑held insurance products (including fixed and fixed‑indexed annuities) into account when determining overall risk exposure.

Noteworthy distinctions include the principal’s separate activity as a licensed insurance agent, which can result in recommendations of insurance products and associated commissions that are disclosed as a potential conflict of interest and mitigated through disclosure and client choice. The firm also provides typical 401(k) plan consulting services—investment policy statement development, investment committee consultation, investment monitoring and plan administration assistance—and reports approximately $52.8 million in discretionary assets under management plus about $36.3 million in assets under advisement for retirement plans.