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Personalized portfolios that account for your RSUs, tax situation, and retirement date—not a generic model that ignores the stock you already own.
Fairpoint Wealth is Northeast Ohio’s specialized advisor for high-earning professionals and executives with RSUs, options, and complex benefits who want a clear path to earlier retirement.
Most advisors treat equity compensation as an afterthought. We build the plan around it so company stock accelerates your retirement instead of creating concentration risk or surprise taxes.
Personalized portfolios that account for your RSUs, tax situation, and retirement date—not a generic model that ignores the stock you already own.
Coordination of stock options, ESPP, deferred compensation, bonuses, and benefits so more of your compensation turns into spendable wealth.
A written income plan for the lifestyle you want, on the timeline you want, with a clear answer to “can I actually retire earlier?”
I founded Fairpoint in 2017 after watching sophisticated investors get generic advice at the exact moment their compensation became complicated. The work is selective by design.
You get a fiduciary who is paid only by you, a plan that serves your life instead of a sales quota, and a process that starts with a 20-minute conversation—not a pitch deck.
“Your financial plan should serve your life and goals—not the other way around.”
MATT KIRCHER, MBA · FOUNDERNo hard sell. If we are not the right fit, I will say so.
We cover your goals, equity situation, and timeline. You decide if a deeper look is worth it.
If we continue, you receive a written view of the issues that matter and the next decisions to make.
Ongoing planning and investment management, or project/hourly work if that is the better match.
The key questions high-earning professionals should ask before an earlier retirement—especially when equity compensation is involved.
Download the GuideYes. Fairpoint is an independent, fee-only RIA. No commissions. No product sales.
Based in Olmsted Falls and focused on Northeast Ohio, with virtual meetings standard for busy executives.
This is not a mass-market or commission platform. If you want frequent stock-picking or no planning complexity, another advisor may be better.
Tiered AUM fees starting at 1.00% and declining. Hourly planning is $200. Full details are on How We Work.
Start with a 20-minute conversation. Bring questions about RSUs, taxes, timing, and lifestyle.
Schedule Your Conversation