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Trusted advice for the modern employee

We develop personalized wealth management strategies, designed to maximize your finances & employee benefits, so that you can achieve financial success.


Schedule a Call

Your Cleveland based Financial Planner & Advisor

Fee-Only | Fiduciary | Independent


Hi, I'm Matt Kircher!

Founder & CEO

Fairpoint Wealth Management is a Registered Investment Advisory firm in Cleveland, Ohio that provides Investment Management & Financial Planning services for today's business professionals and families.

We develop personalized wealth management strategies, designed to maximize your finances & employee benefits, so that you can achieve financial success.

Retirement Planning

A guided financial plan using interactive technology to map out and stress test your plan. (Strategies for Social Security, Tax-Efficient Withdrawals, Medicare, Pensions, RMDs)

Investment Management

Personalized investment advice tailored to your goals, risk tolerance and time horizon.

Employee Benefits

Review and maximize your employee benefits including 401(k), IRA, Pension, Employee Stock Options & other employer sponsored retirement plans and benefits.

Tax Planning

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

Cash Flow Planning

Gain control over your household finances with a system that prioritizes your goals and helps with bill payments.

Other Services

  • Estate Planning
  • Education/College Planning
  • Debt Management
  • Insurance Analysis

Our Approach


Step 1

Schedule Your Initial Consultation

The first step to achieving financial freedom is by requesting your complimentary consultation. This 30 minute conversation will help you determine if we're a good fit for each other.


Step 2

Develop an Actionable Financial Plan

Together we'll develop a comprehensive financial plan designed to answer all of your questions and create a clear path forward toward achieving your goals.


Step 3

Implement Your Wealth Management Strategy

To maximize your wealth management strategy, we'll be your personal CFO. High touch, comprehensive financial planning coordinated with a tailored investment plan.


Ready to Start the Conversation?

We'll call you, talk about your financial goals, and help you decide if we're a good fit. Yeah, it's as straightforward as that.

Let's Chat

Real Financial Planning

 

Achieve Your Goals

We use an ongoing, interactive financial planning process that starts with listening to you. What do you care about? Where are you headed? The fundamental purpose of Financial Planning is to help you use, manage, and direct your resources towards what matters most.

We'll work together to develop an actionable financial plan that will help you maximize your finances so that you can achieve financial freedom. You'll receive 24/7 access to your client portal where you can interact with your financial plan and see how alternate decisions can impact your goals.

Your financial plan will aggregate all of your financial accounts in one place so that our plan is always up-to-date. We'll continually monitor, update and review your plan with you.

Personalized Investment Management

 

Maximize Your Strategy

Investing is an important part of any long-term financial plan. Our focus is not on timing the movements of the market, but rather crafting long-term plans to meet your goals. We rely on a due diligence process to regularly monitor investments and make changes when necessary.

Together, we'll identify your comfort level regarding risk, time horizon, income needs and goals. We'll then develop a personalized portfolio consisting of tax-efficient and low-cost investments.

A proactive, disciplined investment process is imperative to ensuring you capture market returns over the course of your lifetime.

Partners & Affiliations

You've Got Questions

Let us take a few minutes to answer them