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Your independent financial advisor

Specialized in helping you achieve your early retirement dreams


Learn More

Fairpoint Wealth Advisors in Cleveland

a fee-only financial planning & investment management firm in Cleveland, Ohio


Expert Financial Advice

We leverage our financial planning and investing expertise, along with the latest technology and our network of professionals to ensure you receive the best possible advice.

What We Do


Working with an Advisor

Our process is designed to help you make an informed decision about working with our financial advisors. Schedule your initial consultation and let's find out if we're a good fit. 

Working Together


Cleveland's Financial Planner

Our team of independent, fee-only and fiduciary financial advisors are located in Cleveland, Ohio and work with clients both locally as well as across the country.

Meet the Team


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