Fairway Financial, LLC

Fairway Financial serves individuals (including high-net-worth clients), business entities, trusts, estates and charitable organizations, managing roughly $160 million for about 121 client relationships and operating with two advisors. The firm provides discretionary portfolio management, financial planning and related consulting, and may recommend or allocate to unaffiliated independent managers where appropriate.

Portfolios are primarily constructed with ETFs, mutual funds and individual equities and often implemented through firm-developed model portfolios; clients may not set restrictions on specific model holdings. Fairway Financial describes an investment approach that draws on modern portfolio theory, fundamental and technical analysis and option strategies, and it generally advises on asset allocation and manager selection rather than producing in‑depth quantitative or qualitative analysis of individual securities; tax efficiency is not presented as a primary objective.

What distinguishes the firm from many peers is its regular offering of educational seminars and workshops on retirement and financial planning (often complimentary or for a nominal materials fee), a service relatively uncommon among similar firms. The advisory team holds multiple advanced professional credentials and the firm provides stand‑alone and complex planning engagements, including business exit and succession work, while also disclosing the use of AI tools for meeting recordings and transcriptions with an option for clients to opt out.