Customized Financial Planning to Achieve Your Goals

The Fairbairn Group

Who We Serve

  • How do I maximize my income in retirement?
  • How do I protect my assets and minimize taxes?
  • What is the right investment mix to meet my goals?
  • Perhaps even, how do I leave my legacy to my heirs?
  • Am I saving/investing enough to retire on my terms?
  • How do I maximize my bonus and benefits packages?
  • I’m in a high tax bracket, what can I do to maximize my tax-favored investments?
  • I have goals besides retirement (i.e. new home, college funding for children), how can I achieve these goals without sacrificing my long-term plans?
  • How can I diversify and add liquidity to my net worth?
  • How can I implement/increase my tax-favored savings?
  • How can I take some risk off the table?
  • How can I monetize my life’s work, in a tax efficient manner?
  • What does my succession plan look like?
  • How do I make/receive a gift or an inheritance in a tax-favored manner?
  • How do I protect wealth to meet not only my goals, but also my heirs?
  • What if I have goals to leave a legacy to charitable organization?
  • As the owner, what can I do to increase my tax-favored savings?
  • How do I structure a retirement plan to attract and retain high quality employees?
  • Can I provide financial education to help my employees make better retirement planning decisions?

What We Do

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Financial Planning

Tailored To Your Goals

Financial Planning

  • Cash Flow & Debt Planning
  • Retirement Planning
  • Net Worth Management
  • Estate Planning
  • Asset Protection Planning
  • College Planning

Investment Management

Investment Management

  • Customized Asset Allocation Management
  • Security Selection (stocks, bonds, ETF, Mutual Funds, etc.)
  • Employer Sponsored Plan

Tax Efficient Planning

Tax Efficient Planning

  • Asset Location Planning
  • Tax Loss Harvesting
  • Tax Bracket Management
  • Roth Conversion Analysis
  • Gifting Strategies & Legacy Planning

Efficient Distribution Planning

Efficient Distribution Planning

  • Determine optimal funding strategies for major purchases
  • Determine optimal distribution strategies for income in retirement
  • Consider all available assets and income streams to effeciently monitor and maximize lifetime income

Why Work With Us?

Peace of Mind

  • Our highest priority is to save you time, energy, and money – at every opportunity
  • Our expertise and proactive services will bring you comfort in knowing that your best interests are always our top priority

We Help to Simplify the Complex

  • You have ambitious financial goals, a complex financial picture, and a desire to achieve financial independence
  • We are experts in coordinating all elements of your financial picture to assure your success in each of these goals

Your Personal CFO

  • As your “financial quarterback” we take great pride in being your first call for all financial matters and opportunities – no matter how big or small
  • Our ability to provide expert and unbiased feedback on all items in your financial world will ensure that you continue to make optimal decisions on your road to financial success

Who We Are

Matthew Fairbairn, CFP®, AIF®

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Dylan Twombly

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Investment Committee

Matt Fairbairn is an active member in Visionary’s Investment Committee that meets every quarter to review portfolios and investment opportunities, working with Fiducient Advisors for asset allocation expertise and monitoring.

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Think Tank

Visionary streamlines internal processes for advisors to focus on personalized client attention while their Think Tank manages investments, trades, and performance reports.

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Affiliations & Recognitions

Client Access

Access My Investments & Portal

View your financial picture with an integrated, interactive reporting dashboard and access your document vault.


Access My Investments

View real time values and holdings of your Charles Schwab accounts, monthly statements, confirmations, tax forms.


Office Locations


1401 S. Brentwood Blvd. Suite 700
St. Louis, MO 63144

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1531 East Bradford Parkway, Suite 200
Springfield, MO 65804

Visit By Appointment

Thank you for your interest with The Fairbairn Group.

Please call us at 618-580-0095 or complete the contact form if you have questions or would like to schedule an appointment.