Fairview Financial LLC

Overview

Fairview Financial LLC is a small, privately owned advisory firm that focuses on serving individual and family clients. The firm provides portfolio management for individuals and small businesses and offers pension consulting services. Its compensation model combines a percentage-of-AUM fee with the option for fixed-fee arrangements. Investment activity tilts toward liquid equity exposure. Fairview shows a clear preference for exchange-traded equities as the primary building block of client portfolios, while also incorporating mutual funds and annuities where appropriate for income, diversification, or client-specific needs. The firm is not an active ESG investor and operates as a single-state adviser under an individual-owner LLC structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices