As a Sr. Wealth Management Advisor, Matt Fairbairn focuses exclusively on improving his clients’ financial well-being. To accomplish this, he creates customized and flexible solutions to help them achieve success. He specializes in assisting affluent clients through various stages of life. Whether it’s navigating the sale of a business, creating an efficient estate plan, or transitioning from accumulation to distribution mode within a portfolio, Matt serves as an advocate for his clients while taking pride in tailoring a plan to meet their ever-changing needs.
Matt has worked in the wealth management industry since 2006, always acting in a fiduciary capacity to provide unbiased financial advice. Matt’s mission is to simplify the complex and often overwhelming financial world to give clients a clear roadmap.
To Matt, “There’s no greater feeling than standing alongside a client as they achieve a long-held financial goal. Whether it is day one of retirement, granting a substantial charitable donation, or the purchase of a vacation home – each client holds specific values, and playing an integral role in their achievement of these goals is an incredible reward.”
Matt attended the University of Illinois, where he graduated Cum Laude with a Bachelor of Science in Finance. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Investment Fiduciary® (AIF®) designations. For more information on the CFP or AIF training programs, please visit the CFP Board and Center for Fiduciary Studies.
Matt and his wife, Laurie, have three beautiful children, Jack, Reid, and Olivia. Together, they enjoy traveling, being outdoors, and entertaining family and friends.