Fairman Financial

EST. AUM
$902,130,650

CONTACTS
4

CLIENT ACCOUNTS
1,010

Firm Details

Metro area Philadelphia
CRD Number 121492
Website fairmanfinancial.com
Client types

Overview

Fairman Financial provides a full range of wealth management and tax advisory services to high net worth individuals and families in the Philadelphia area, including tax planning, tax return preparation, independent investment advice, cash flow/retirement analysis and estate planning. Fairman is based in Chesterbrook, just northwest of Philadelphia. Fairman Group Family Office is a member of Callan's Independent Advisor Group.

Platform Details

Investment Preferences

Alternative Activity