FAIRCHILD FINANCIAL ADVISORS, INC.

Overview

Fairchild Financial Advisors, Inc. is a small, advisor-owned wealth manager that combines portfolio management for individuals and small businesses with insurance brokerage services. The firm operates primarily as a percentage-of-AUM advisor and uses an allocator model — it hires outside managers and selects third-party advisers as part of client solutions. Registered with the SEC in 2021, the firm focuses on individual and family clients and maintains a non-ESG stance in its investment approach. Investment activity centers on pooled public vehicles and outsourced manager relationships rather than concentrated, in-house stock picking. That allocation posture supports scalable portfolio construction for clients who require diversified exposure across mutual funds, corporate debt and select alternative strategies. The firm’s advisory mandate is fully discretionary across its client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices