Matthew Kircher
CRD Number: 6204444Current Firm: Fairpoint Wealth Management, LLC
Compensation Model: Fee Only
Matt Kircher is a fee-only financial planner & advisor in Cleveland, Ohio serving the downtown, Westlake, Avon Lake, Rocky River, Fairview Park and surrounding areas. Fairpoint Wealth Management specializes in financial planning, retirement planning, and investment management.
After spending several years working for Fortune 500 companies, Matt recognized that today's business professionals and working families were not receiving the financial advice that they deserved.
Matt launched Fairpoint Wealth Management in 2017 with a mission to provide affordable & expert financial advice to today's professionals and working families. The rapid advancement of financial technology allowed him to break the mold of traditional wealth management firms by charging lower fees, removing asset minimums and providing conflict free advice that's always in your best interest.
Matt holds a Bachelor's degree in Financial Planning/Financial Services as well as a Certificate in Financial Planning, both from The University of Akron. He is currently an MBA Candidate at The Weatherhead School of Management - Case Western Reserve University in Cleveland, OH.
CRD# 5310387
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The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fairpoint Wealth Management, LLC | Cleveland, OH | Apr 2017 - Current | 7 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cleveland, OH | Oct 2016 - Apr 2017 | < 1 |
| The Sherwin-williams Company | Cleveland, OH | Mar 2014 - Oct 2016 | 2 |
| The University Of Akron | Akron, OH | Aug 2009 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management5MILLIONS
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Total Number of Accounts15ACCOUNTS
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Average Account Value$303,637
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH, TX
FAIRPOINT WEALTH MANAGEMENT, LLC (“FWM”) is a registered investment adviser offering advisory services in the State(s) of Ohio and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
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