Fairpoint Wealth Management is a wealth management firm in Bedford Heights, OH. The firm specializes in financial planning, retirement and income planning, and investing for high-earning professionals and executives in Northeast Ohio. Services include investment management and portfolio design, employee benefits and compensation planning, and retirement income and withdrawal strategies. The business holds a 5.00 rating.
Founded in 2017 by Matthew D. Kircher, MBA, the firm operates as an independent, fee-only fiduciary. The approach focuses on helping clients navigate complex compensation packages, including equity compensation, stock options, and deferred compensation, to achieve early retirement. The firm provides an ongoing, interactive financial planning process that utilizes a client portal for 24/7 access to aggregated accounts and sophisticated modeling of long-term cash flows. The practice emphasizes tax-efficient retirement withdrawal strategies, Social Security strategies, and Medicare and healthcare selections. As a fee-only fiduciary, the advisor does not sell insurance, annuities, or investment products, and does not earn commissions.
Fairpoint Wealth Management has been recognized as one of the Best Financial Advisors in Cleveland by Expertise and named a Top Financial Advisor by News 5 Cleveland. The firm's perspectives have been featured in national publications such as Business Insider, Forbes, and The Huffington Post.
The firm provides clear, unbiased guidance to help professionals in Northeast Ohio retire with confidence.