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financial advice for today's employees

designed to maximize your finances, investments & employee benefits, so that you can retire early

 

Schedule a Call

Hi, I'm Matt! - Cleveland's Financial Advisor

 


I launched Fairpoint Wealth Management in 2017 with a mission to provide expert financial advice to today's business professionals and working families.

We're a financial planning & investment advisory firm in Cleveland, Ohio

As fee-only, fiduciary, independent financial planners & wealth advisors, we are never paid a commission of any kind, and we have a legal obligation to provide expert financial advice that's always in your best interest.


let's chat

Our personalized wealth management strategies, are designed to maximize your finances, investments & employee benefits, so that you can retire early.

Wealth Management Services


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

Working Together


Step 1

Schedule 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 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 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