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.
As the Operations Analyst for Matt Fairbairn, Dylan is responsible for organizing client data systems and account management. Prior to joining Visionary, Dylan worked as an analyst for another financial services firm, where he managed client relationships, account systems and processes.To Dylan, being a Visionary means being a role model in the financial services industry. He enjoys helping clients reach their goals and believes that this is one of the most important aspects of this position.Communication is Dylan’s strong suit, which allows him to build meaningful client relationships. His strong public speaking and debate background qualified him for several National and International competitions in recent years.Dylan attended the University of Missouri – Kansas City and plans to complete his degree at Missouri State University in Springfield, MO. He currently lives in Springfield with his fiancé, Brittany, and son, Brecken. Dylan is a self-taught artist, loves the game of golf, and enjoys spending his free time with family and close friends.
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.