Modern wealth management

for business professionals

Partner with a financial planner in Cleveland, Ohio today.

The Fairpoint Wealth Advantage

fee-only, independent & fiduciary financial planners & investment advisors

Trusted Advice

As fiduciary financial planners & advisors, we only provide advice and recommendations that are in your best interest.

Do I have enough money saved to retire early

No Sales

We don't sell you products. Your independent financial advisor is not affiliated with a bank or insurance company like other advisors.

Fee-Only Financial Planners and Advisors in Cleveland, Ohio

No Hidden Fees

There are no hidden fees, commissions, or asset minimums. With a fee-only financial planner, you'll know exactly what you pay.

Talk to a financial advisor near you

We develop personalized wealth management strategies, designed to help you maximize your finances, so that you can retire early.

Meet Our Founder

Matthew Kircher, MBA

President, Financial Advisor

Matt launched Fairpoint Wealth Management in 2017 while attending business school at Case Western Reserve University. His firm specializes in helping today's professionals retire early.

He has an in-depth understanding of the financial complexities that today's business professionals face, as well as the costly mistakes that investors and financial advisors make when planning for early retirement.

Matt holds an MBA from the Weatherhead School of Management at Case Western Reserve University, a BBA in Financial Services along with a Certificate of Financial Planning from The University of Akron.

Follow his blog The 401k Millionaire.

Receive early retirement tips

from our financial planners

Comprehensive Wealth Management

Fixed Annual Fee - $7,200

Wealth management is an ongoing process that needs to be continuously monitored and adjusted. Together with your advisor, we'll focus on your entire financial picture including your investments, retirement, cash flows, education funding, insurance, taxes and estate planning.

401k Pension Stock Options and IRA Financial Planners in Cleveland

Benefits & Compensation

Maximize your company benefits and compensation.

Guidance on distribution elections, stock options, restricted stock strategies and deferred comp
401(k), Pension, ESOP, IRA, and other employer plans
Beneficiary designation planning
Guidance during a career change or transition into retirement

Best Retirement Planner in Cleveland Ohio

Early Retirement & Income

A guided financial plan using interactive technology to map out and stress test your plan.

Sophisticated modeling of long-term cash flows
Tax implication considerations
Benefits and compensation elections
Social Security & Medicare strategies
Tax-efficient retirement withdrawal strategies

Best Financial Advisor in Cleveland Ohio

Investment Management

We'll help you invest for your short-term and long-term financial goals and develop wealth accumulation strategies.

Creation and regular review of asset allocations
Integration of equity and benefit plans with the overall portfolio strategy
Assistance with implementation of investment strategies
Regular review and investment performance reporting

Talk to a financial planner in Cleveland today