INDEPENDENCE, Ohio. (Oct. 6, 2025) – Fairway Wealth Management, an independent, fee-only fiduciary advisory firm, is pleased to announce it is ranked No. 135 on the 2025 Forbes Top RIA Firms list, up from its 2024 ranking of No. 148. This is the firm’s third consecutive year on this list. The annual Forbes/SHOOK Top RIA [...]
While the estate planning process may be similar for everyone, the outcome is unique to every individual and family. In a recent Cleveland Jewish Publication Company article, President and Founding Partner Mark Weiskind, CFP, CPA/PFS (inactive) breaks down some of the possible personalized elements of estate plans. “The level of detail will depend on the [...]
INDEPENDENCE, Ohio. (July 14, 2025) – We’re proud to share that we’ve been ranked on the 2025 Top RIA Ranking by Financial Advisor Magazine! This achievement underscores our everyday commitment to our clients and their evolving needs. We are dedicated to empowering clients to enjoy their wealth while putting trust in us to provide guidance [...]
INDEPENDENCE, Ohio. (June 20, 2025) – For the third consecutive year, Mark Weiskind, CFP®, CPA/PFS, President of Fairway Wealth Management, was named to AdvisorHub’s Advisors to Watch: RIAs list. The list represents the top 250 advisors who have assembled efficient and productive teams that have achieved scale without compromising service. Weiskind is No. 24 on [...]
INDEPENDENCE, Ohio. (April 16, 2025) – Fairway Wealth Management is proud to announce that Mark Weiskind, CFP®, CPA/PFS, President and Co-Founder, has been ranked No. 27 on the 2025 Forbes Best-In-State Wealth Advisors list for Ohio. The annual ranking, developed by Forbes in partnership with SHOOK Research, recognizes leading financial advisors across the country who [...]
If you have experienced losses due to a federally declared natural disaster, there may be tax implications to consider. Mark Weiskind, CFP, CPA/PFS (inactive) was featured in this Barron's article discussing how to claim a casualty loss and what steps you might need to take this tax season. Click here for the full article.
Tax season is right around the corner. Now is the time to start thinking about how you manage your tax records. When is an appropriate time to purge previous years’ tax documents? How can you protect your sensitive information in the process? Mark Weiskind, CFP, CPA/PFS (inactive) shared his thoughts on how long clients should [...]
Listen in as Mark Weiskind, CFP, CPA/PFS (inactive) joins the Milemarker Connected Advisor Podcast. The discussion ranges from consolidation in the RIA space to how Fairway delivers reliable value for its clients. "For most firms in our industry, the value proposition is based on aspirational concepts and predictions and things investors and advisors don't have any control over. We focus on things that are controllable, where the value is reliable and consistent."
INDEPENDENCE, Ohio. (Oct. 9, 2024) – Fairway Wealth Management, an independent, fee-only fiduciary advisory firm, is pleased to announce it is ranked No. 148 on the 2024 Forbes Top RIA Firms list. This is the firm’s second consecutive year on this list. The annual Forbes/SHOOK Top RIA list highlights the top 250 advisory firms that [...]
The prominent Tax Cuts and Jobs Act (TCJA) hangs in the balance as we approach November’s presidential election (and the major legislation’s expiration date of late 2025). Our managing director and president – Mark Weiskind, CFP, CPA/PFS (inactive) – spoke with Family Wealth Report about a variety of tax and estate planning policies that could [...]
