Recognized as one of the Best Financial Advisors in Cleveland, with features in Business Insider, Forbes, and The Huffington Post.
Invest
Investment Management & Portfolio Design
We design and manage personalized portfolios that incorporate your equity compensation, tax situation, and long-term goals — so your investments support the retirement lifestyle you want.
Plan
Employee Benefits & Compensation Planning
We help coordinate stock options, deferred compensation, bonuses, and other complex benefits to maximize your wealth and reduce unnecessary tax drag.
Retire
Retirement Income & Withdrawal Strategies
We create clear, sustainable retirement income plans tailored to your timeline and desired lifestyle, giving you confidence in an earlier retirement.
My Approach
I work with high-earning professionals and executives who have complex compensation packages and want to retire earlier than traditional timelines allow.
After seeing how often even sophisticated investors struggle with this transition, I built Fairpoint Wealth Management to deliver clear, unbiased, fee-only guidance so my clients can move forward with confidence.
Ready to explore whether early retirement is realistic for you? Schedule Your Conversation
What Issues Should You Consider Before You Retire?
Download our free guide to the key questions high-earning professionals should ask when planning an earlier retirement.
Download Your Free Retirement Guide