Fairman Group Family Rebrands as Fairman Financial to Reflect Comprehensive Services

Business News

PHILADELPHIA, PA — Fairman Group Family announced its rebranding as Fairman Financial, marking a significant shift in its identity while preserving its legacy of providing comprehensive financial services. Founded in 2002, the firm offers financial planning, investment, and tax services to high net worth individuals and families.

The 50-person team at Fairman Financial spans multiple disciplines to provide clients with holistic advice. The new name reflects the talent, specialty, and scope of the firm’s offerings and encapsulates the team’s vision for the future.

“We formed our group over 20 years ago with the goal of helping high net worth individuals and families manage and simplify their financial lives,” said Roy Fairman, Founding Partner and Managing Partner. “I am proud to say we have met our goal. Our clients are well-informed and knowledgeable consumers in a very complex marketplace. Everything we have done has been with trust and integrity. Along the way, we have built many deep personal relationships with clients. The most important thing we provide is the peace of mind that their financial future is secure and they will be able to live the lives they desire. We have also managed to build a team of extremely talented and dedicated professionals who are passionate about serving clients.”

Doug Morisoli, another Founding Partner, highlighted the firm’s unique model. “Through our model of bringing together talented professionals in financial, estate, and tax planning, we have served clients through every facet of their financial lives for over 20 years. Our tagline ‘advice from every angle’ better clarifies the breadth of services we provide to improve the financial lives of our clients for those unfamiliar with a family office.”

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Shawn Kindt, also a Founding Partner, emphasized the importance of the rebrand. “We have purposefully built a firm that can help clients with the many aspects of their financial lives, eliminating the necessity to go to multiple different advisors to address their needs. We feel our branding should more directly reflect what we do, which inspired the change. I’m truly excited for the continued evolution of Fairman Financial.”

Marianne Inforzato, another Founding Partner, expressed enthusiasm for the rebrand. “Our new look and feel mirrors the energy our team brings to their work each and every day. We are thrilled to roll out the new name and branding to better convey what our core focus is and our philosophy of advising clients from every angle.”

The rebrand aims to better communicate Fairman Financial’s comprehensive approach and dedication to serving clients’ diverse needs, positioning the firm for continued growth and success.

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