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    Your Personal CFO

    Fairway was founded by two CPAs in 2002 to serve the complex and continuing needs of wealthy families.
    Our expert advice and advisory team leadership can help you fully enjoy your wealth…in lifestyle, legacy, and peace of mind.
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    Independent Investment Expertise

    Most advisers have ties to products. We are the antidote to that conventional approach because we owe our
    clients a fiduciary duty and are experts at buying financial products, not selling them.
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    Our Mission

    We want our clients to enjoy feeling an improved sense of control,
    predictability, and good stewardship over their money and their future.
  • We Get It!

    We Get It!

    You worked hard, succeeded, and now you find that searching for an adviser can be a confusing process. You deserve
    a team of professionals who will earn your loyalty and trust with truth-telling, hard work, and genuine care.

Wealth Management

We provide leadership, ideas, and a systematic process for helping you make smart financial decisions. The intended benefit is an improved sense of control, predictability,...


Some clients ask us for additional help with extensive day-to-day cash flow and accounting activities. These services can be critical for enabling their complicated lifestyles given...

For Trusts
and Trustees

We serve as independent investment adviser for trusts enabling smart separation of the administration and investment functions. A trust can,...