Fairpoint Wealth Management, LLC

Fairpoint Wealth Management, LLC (CRD# 289100) is a financial advisory firm headquartered in , . They manage $4,554,555 in 15 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $303,637
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Fairpoint Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew D. Kircher
CRD#: 6204444
Olmsted Falls, OH

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.

 

Connect with Matt on LinkedIn

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