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Your early retirement advisors

At Fairpoint Wealth Management, you'll benefit from a personal & holistic approach, designed to help you maximize your finances throughout your career so that you can enjoy an early retirement.

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Financial Planning in Cleveland, Ohio

What We Do

We combine our expertise in financial planning and investing, the latest technology and our network of professionals to ensure you receive the best possible service. Learn More

Financial Advisors in Cleveland, Ohio

Working Together

You can work with an advisor on an ongoing or as-needed basis. Schedule your initial consultation and let's find out if we're a good fit. Learn More

About our Financial Advisors and Financial Planners

Our Advisors

Our team of independent, fee-only and fiduciary financial advisors are located in Cleveland, Ohio. Find out what makes our advisors different. Learn More



  

Latest Advisor Insights


How to Invest After You Retire

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6 Pre-Retirement Mistakes

Even with a good income, there are some big mistakes that can... Read it

Retirement Checklist

This checklist covers 32 of the most important planning issues to... Read it


Investing in Cleveland Ohio


Investing

Evidence-based investment advice tailored to your goals, risk tolerance, and time horizon


Withdrawal Strategies in Cleveland, Ohio


Withdrawal Strategies

Coordinate withdrawals from all types of accounts with your pensions, social security, and other income sources  


Retirement Planning in Cleveland, Ohio


Retirement Planning

An illuminated path toward your goals using cutting edge technology to map out and stress test your plan


Estate Planning in Cleveland, Ohio


Estate Planning

Ensure you have the right documents in place that reflect your wishes and intent for the next generation 


Education Planning in Cleveland, Ohio


Education Planning

Support and planning as you set goals for your children and grandchildren


Tax Planning in Cleveland, Ohio


Tax Planning

Multi-year strategic planning to minimize taxes over the course of your lifetime