Insights

Growth Recognition Fairway Wealth Management has been recognized on prestigious industry lists such as the Forbes/Shook Top RIA Firms and the Financial Advisor's Top 50 Fastest-Growing Firms, indicating strong growth potential and industry credibility that can attract high-net-worth clients seeking reputable advisory services.

Client Base Diversification With a client portfolio spanning across Ohio, Florida, and 19 other states, Fairway Wealth manages over $1.2 billion in assets for approximately 180 clients, presenting opportunities to introduce advanced wealth management and technological solutions to a geographically diverse clientele.

Investment Focus Recent investments in ETFs, Nutrien, and Home Depot suggest an active approach to asset management with interests in tax-exempt bonds and major equities, indicating a market for sophisticated investment products and portfolio optimization solutions tailored to high-net-worth individuals.

Technological Adoption Utilizing platforms such as Salesforce and Google Fonts API, Fairway demonstrates openness to leveraging technology for client engagement and operational efficiency, offering opportunities to introduce fintech solutions that can enhance their advisory services and client experience.

Personalized Service As a fiduciary, independent firm poised to deliver unbiased advice, Fairway Wealth management targets clients valuing trust and transparency, creating prospects for premium, compliant technology and consulting services that reinforce their quality and service leadership.

Fairway Wealth Management LLC Tech Stack

Fairway Wealth Management LLC uses 8 technology products and services including Site Kit, Salesforce, Google Fonts API, and more. Explore Fairway Wealth Management LLC's tech stack below.

  • Site Kit
    Analytics
  • Salesforce
    Customer Relationship Management
  • Google Fonts API
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Choices
    Javascript Libraries
  • Infinite Scroll
    Javascript Libraries
  • YouTube
    Video Players
  • TablePress
    Web Platform Extensions

Media & News

Fairway Wealth Management LLC's Email Address Formats

Fairway Wealth Management LLC uses at least 1 format(s):
Fairway Wealth Management LLC Email FormatsExamplePercentage
FLast@fairwaywealth.comJDoe@fairwaywealth.com
48%
FirstL@fairwaywealth.comJohnD@fairwaywealth.com
2%
Last@fairwaywealth.comDoe@fairwaywealth.com
2%
FLast@fairwaywealth.comJDoe@fairwaywealth.com
48%

Frequently Asked Questions

Where is Fairway Wealth Management LLC's headquarters located?

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Fairway Wealth Management LLC's main headquarters is located at 6055 Rockside Woods Boulevard Suite 330 Independence, Ohio 44131 United States. The company has employees across 3 continents, including North AmericaEuropeOceania.

What is Fairway Wealth Management LLC's phone number?

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You can contact Fairway Wealth Management LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Fairway Wealth Management LLC's official website and social media links?

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Fairway Wealth Management LLC's official website is fairwaywealth.com and has social profiles on LinkedIn.

How much revenue does Fairway Wealth Management LLC generate?

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As of February 2026, Fairway Wealth Management LLC's annual revenue is estimated to be $1.4M.

What is Fairway Wealth Management LLC's SIC code NAICS code?

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Fairway Wealth Management LLC's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Fairway Wealth Management LLC have currently?

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As of February 2026, Fairway Wealth Management LLC has approximately 22 employees across 3 continents, including North AmericaEuropeOceania. Key team members include Director: M. R.Managing Director: M. W. C. C. I.Senior Manager: C. A.. Explore Fairway Wealth Management LLC's employee directory with LeadIQ.

What industry does Fairway Wealth Management LLC belong to?

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Fairway Wealth Management LLC operates in the Financial Services industry.

What technology does Fairway Wealth Management LLC use?

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Fairway Wealth Management LLC's tech stack includes Site KitSalesforceGoogle Fonts APIJSON-LDChoicesInfinite ScrollYouTubeTablePress.

What is Fairway Wealth Management LLC's email format?

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Fairway Wealth Management LLC's email format typically follows the pattern of FLast@fairwaywealth.com. Find more Fairway Wealth Management LLC email formats with LeadIQ.

When was Fairway Wealth Management LLC founded?

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Fairway Wealth Management LLC was founded in 2002.

Fairway Wealth Management LLC

Financial ServicesOhio, United States11-50 Employees

Fairway Wealth Management was founded by two CPAs in 2002 to serve the complex and continuing needs of wealthy families. Our expert advice and advisory team leadership helps clients enjoy their wealth…in lifestyle, legacy, and peace of mind.  We pride ourselves on leadership, service, and the ability to deliver reliable value to our clients...value powered by expertise and effort; not predictions, stock-picking, or market timing.

As completely independent advisers, we are the antidote to the mostly product-dominated financial services world. We owe our clients a fiduciary duty and are experts at buying financial products, while not being compensated in any way for selling them.  

Our firm advises on over $1.2 billion in portfolio assets under management for about 180 clients in Ohio, Florida and 19 other states.

Section iconCompany Overview

Headquarters
6055 Rockside Woods Boulevard Suite 330 Independence, Ohio 44131 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Fairway Wealth Management LLC's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Fairway Wealth Management LLC's revenue is estimated to be in the range of $25M$50M

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