Leadership. Coordination. Results.

We provide leadership, coordination, and results for families who want to grow their wealth and see it support their goals across generations.

We start every relationship with the same question: What is the money for?

For more than 20 years, we have served as a personal CFO and Multi-Family Office for families managing significant financial resources.

We uphold a fiduciary standard for our clients’ financial well-being, acting as stewards of their wealth and bringing together a comprehensive strategy that addresses the big picture and the finest details.

Whether your focus is building wealth, supporting a work-optional lifestyle, or preserving family wealth from one generation to the next, we can help you do more with your wealth — however you define that.

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What We Do

We provide leadership, coordination, and results for families who want to grow their wealth and see it support their goals across generations

We proactively identify opportunities, solve challenges, and make the different facets of your financial life work together toward your objectives, dreams, and priorities. We bring together all of the services you should expect from a multi-family office: investment strategy and oversight, cash flow management, bill pay, trust and estate guidance, risk management, and next-generation financial education. And because our firm was founded by CPAs, we provide proactive tax planning services and implement tax-optimized investment strategies.

$3B+

Today, our 23-member team manages more than $3 billion in investments for approximately 300 families residing in over 30 states (as of February 2026).

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Who We Serve

We work with individuals and families who value clarity, coordination, and long-term thinking.

Whether you’re building a business, managing executive compensation, transitioning into retirement, or stewarding family wealth across generations, our role is to bring structure, foresight, and results to your financial life.

Mark Weiskind, CPA/PFS (inactive), CFP®

President, Partner, Wealth Advisory Services

We built Fairway to provide families fiduciary guidance to better manage their entire personal financial enterprise.

They deserve proactive leadership, precise coordination, and measurable results that turn wealth into freedom, purpose, and opportunity for generations.

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Dina Leader Powers, CPA, CFP®

Partner, Wealth Advisory Services

Too often, families are left navigating fragmented advice and incomplete solutions.

Our purpose is to provide leadership and coordination on the family’s entire financial picture — making sure important work gets done, so our clients can achieve better outcomes and fully enjoy the wealth they’ve worked so hard to build.

 

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Taylor Papiernik, CFP®

Manager, Wealth Advisory Services

Fairway exists to give families the clarity and confidence that comes from having a true partner who owns the outcome.

Our role is to simplify complexity, drive results, and enable wealth to support not just financial goals — but the lives and legacies behind them.”

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What could you achieve with a Personal CFO?

When your financial life is led with structure, clarity, and follow-through, the possibilities expand.

From tax planning and estate coordination to cash flow and next-generation guidance, we help you move from complexity to clarity — so your wealth can support the life and legacy you’re building.

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