Fairway Wealth Management LLC

What Fairway Wealth Management LLC does

Fairway Wealth Management LLC is an independent, fee-only SEC registered investment adviser headquartered in Independence, Ohio, founded in 2002 by former Deloitte professionals Mark Weiskind and Dan Gaugler. The firm operates as a Personal CFO and Multi-Family Office serving approximately 300 affluent families across more than 30 states with $3 billion or more in assets under management as of February 2026, employing a 23-member team. The minimum engagement threshold is $2 million in liquid portfolio assets, and the firm extends a "Next Generation" service to younger family members of existing clients below that floor.

The firm's service model integrates investment strategy and oversight, tax-optimized investment management, proactive tax planning, cash flow and integrated financial planning, risk management, trust, estate and philanthropic coordination, and family office administration including bill pay and governance. Its underlying technology stack is composed of third-party fintech platforms rather than proprietary systems: Black Diamond for portfolio management and reporting, Salesforce CRM, eMoney for dynamic financial planning (transitioned in 2025), Addepar for consolidated institutional reporting, YCharts for investment analytics, NaviPlan and BNA for tax planning, QuickBooks for family office accounting, and Charles Schwab as primary custodian. Six equity partners hold CPA, CFP, and JD/LL.M. credentials with average advisor experience exceeding 18 years.

Fairway monetizes through AUM-based fees on a fee-only basis, with a fixed retainer option for clients with more complex scopes, and does not earn commissions, referral payments, or product distribution revenue. Since 2020 the firm has operated as a member of Focus Financial Partners, and in 2026 it joined the Family Wealth Alliance to extend multi-family office capabilities. Customer acquisition is relationship-driven via referrals, Forbes and Financial Advisor Magazine rankings, and earned media presence; the firm has appeared on the Forbes Top RIA Firms list for three consecutive years (No. 148 in 2024, No. 135 in 2025) and debuted at No. 30 on Financial Advisor Magazine's 2024 Top 50 Fastest-Growing Firms list.

Name

Fairway Wealth Management LLC

Legal name

Fairway Wealth LLC

Website

https://fairwaywealth.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

Fairway Wealth Management LLC is a fee-only SEC-registered investment adviser in Independence, Ohio, operating as a Personal CFO and Multi-Family Office for approximately 300 affluent families with $3B+ AUM across 30+ states. Founded in 2002, it delivers integrated investment, tax, estate, and family office services via a 23-person team.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Finance Services (6199)

akta.pro industry

PRIMARYFSAAABAE

Private Wealth Planning (Tax, Estate & Succession)

Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management

SECONDARYFSAAACAH

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite)

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

SECONDARYFSAEAKAF

Family Office Trust & Fiduciary Services

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

SECONDARYFSABADAK

Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO)

Financial & Insurance/Banking (Commerical, Retail & Consumer)/Private Banking

Keywords

• Wealth management services
• Fee-only advisory
• Personal financial planning
• Investment management
• Tax planning services

Headquarters

HQ city

Independence

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Assets Under Management (AUM) Fees: Fee-only compensation model where fees are typically based on a percentage of Assets Under Management (AUM). The firm does not receive commissions from selling financial products or services, nor any payments for referrals or distribution through other financial advisors.
2. Fixed Retainer Fees: Some clients pay a fixed retainer based on the scope and complexity of work, providing predictable revenue for specialized advisory services.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Fairway Wealth Management operates as a Personal CFO and Multi-Family Office, delivering integrated wealth management services to affluent families. Core offerings include investment strategy and oversight, tax-optimized investment management, proactive tax planning, cash flow and integrated financial planning, trust and estate coordination, and risk management. The firm also provides a Family Office service for complex multi-generational needs and a Next Generation program extending guidance to younger family members.

Product overview

Fairway Wealth Management operates as a Personal CFO and Multi-Family Office, offering an integrated suite of wealth management services. Their primary engagement model is the Personal CFO service, which serves as the foundational approach across all client relationships. This core service then extends through specific solutions including Wealth Management (investment strategy, tax-optimized management, estate coordination), Family Office (for families with more complex needs requiring additional depth and hands-on support), and Next Generation (extending guidance to younger family members). The firm was founded in 2002 and manages over $3 billion in investments for approximately 300 families.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal CFO Primary engagement model serving as the Chief Financial Officer for clients' personal wealth enterprise, providing advice, counsel, and reporting while managing the underlying architecture that supports long-term outcomes, including financial calendars, filing requirements, and coordination among accountants, attorneys, insurance providers, and investment managers. Targeted at affluent families.
• Wealth Management Integrated wealth management service combining financial planning, investment management, estate planning, and tax strategy into one cohesive strategy, including investment strategy and oversight, tax-optimized investment management, tax planning, cash flow management, risk management, and trust and estate coordination. For affluent families managing significant wealth.
• Family Office Multi-family office solutions for families with complex financial needs requiring additional resources and hands-on support beyond traditional wealth management, including family office administration, bill pay, complex cash flow planning, philanthropy support, family governance, and project-based support. For families with complex financial needs.
• Next Generation Financial planning guidance and wealth management leadership extended to children and grandchildren of existing clients, providing structure for younger family members to build long-term financial success through personal CFO guidance, early-stage planning support, financial skill building, and disciplined investment strategy. For children and grandchildren of existing clients.

Quantifiable outcome

• Manages over $3 billion in investments for approximately 300 families
• +2 more outcomes

Named customers5 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Feature5 records

Partnerships

Three partnerships are on record, tiered core.

• Focus Financial PartnerscoreStrategic or Co-development Partner · 1 January 2020Member of Focus Financial Partners since 2020. As a member of this leading partnership of fiduciary wealth management firms, Fairway benefits from capital strength, operational support, and specialized expertise while remaining independent and deeply client focused. This partnership allows the firm to operate with the durability, scale, and capabilities of a much larger institution while maintaining boutique service and client focus.
• Charles SchwabcoreTechnology or IntegrationPrimary custodian for client assets. Schwab's Advisor Services division has been a leader in supporting independent firms like Fairway for over 35 years. The firm believes in segregating duties between advice, custody, and products.
• Family Wealth AlliancecoreStrategic or Co-development PartnerJoined the Family Wealth Alliance in 2026 to support expansion of family office service capabilities. This strategic partnership enhances the firm's ability to serve families with complex financial needs requiring comprehensive multi-family office solutions.

Scale indicators8 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Moneta Group: Independent RIA serving HNW/UHNW households with comprehensive financial planning and family office services. Comparable holistic HNW service model though at substantially larger scale.
• Aspiriant: Fee-only, independent RIA serving high-net-worth and ultra-high-net-worth families with integrated investment, tax, and estate planning. Highly comparable to Fairway's CPA-founded, Personal CFO-style engagement model and HNW-focused positioning.
• Ropes Wealth Advisors: Fee-only RIA providing personalized wealth management, tax planning, and family office services to HNW families. Closely aligned with Fairway's boutique, multi-disciplinary, CPA-influenced approach for affluent households.
• Waldron Private Wealth: Independent, fee-only RIA serving affluent families with integrated investment, tax, and estate planning. Comparable boutique scale, fiduciary model, and Personal CFO-style service orientation.
• Buckingham Strategic Partners: Fee-only RIA network supporting advisors serving HNW clients with evidence-based investing and financial planning. Comparable fee-only fiduciary stance and HNW/UHNW-lite target market, with broader partnership-like structure.
• Brightworth: Fee-only wealth management firm serving HNW individuals and families with integrated investment, tax, and estate planning. Comparable Personal CFO-style engagement and CPA-led multi-disciplinary expertise.

Broad incumbents

• Focus Financial Partners (member firms): Aggregator partnership of fiduciary wealth management firms; Fairway itself is a member. Other member RIAs are natural peers given shared capital partner, fiduciary standard, and ability to scale while remaining boutique.
• Cerity Partners: Large-scale national RIA delivering wealth management, tax, and family office services to HNW/UHNW households and institutions. Comparable client segment and integrated tax advisory value proposition, though materially larger ($50B+ AUM) than Fairway.
• Carson Wealth: Large RIA wealth manager serving affluent families with holistic financial planning and investment services. Comparable focus on HNW households, though broader scale, national footprint, and more distributed advisor model.

Regional players

• Plante Moran Financial Advisors: Mid-size RIA affiliated with Plante Moran accounting, serving HNW families and business owners with tax-aware wealth management. Comparable CPA-affiliated, Michigan/Midwest-rooted positioning and integrated tax-led planning approach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/FairwayWM
• LinkedInlinkedin.com/company/5212304

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fairway Wealth Management LLC