Fairway Wealth Management
Finance · Ohio, United States · 11-50 Employees
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Overview
Headquarters
6055 Rockside Woods Blvd N Ste 330, Inde...Phone Number
(216) 573-7200Website
www.fairwaywealth.comRevenue
$5.1 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
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About Fairway Wealth Management
Fairway Wealth is a multi-family office and personal CFO service that provides leadership, coordination, and results for affluent families, business owners, corporate executives, professionals, and retirees. With over 20 years of experience, they manage more than $3 billion in investments for approximately 300 families across the United States, focusing on comprehensive wealth management strategies. Their services include investment strategy, tax planning, cash flow management, risk management, and next-generation financial education, all while upholding a fiduciary standard. Fairway Wealth aims to simplify financial complexities and help clients achieve their financial goals and legacies.Explore more
Fairway Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Fairway Wealth Management
$5.1M
11-50
Private
-
2002
Daniel GauglerChief Financial Officer, We Serve As Personal For Over 250 Families With Nearly 2 Billion Invested
Company Profile Activity
Activity Insights
Fairway Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Fairway Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Fairway Wealth Management.
Fairway Wealth Management Tech Stack
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Fairway Wealth Management News & Media
Fairway Wealth Management Named to Forbes 2025 Top RIA Firms List
Independence, Ohio, Oct. 07, 2025 (GLOBE NEWSWIRE) -- Fairway Wealth Management, an independent, fee-only fiduciary advisory firm, is pleased to announce it is ranked No. 135 on the 2025 Forbes Top RIA Firms list, up from its 2024 ranking of No. 148. This is the firm’s third consecutive year on this list.Fairway Wealth Management Named to Forbes 2024 Top RIA Firms List
INDEPENDENCE, Ohio, Oct. 10, 2024 (GLOBE NEWSWIRE) -- Fairway Wealth Management, an independent, fee-only fiduciary advisory firm, is pleased to announce it is ranked No. 148 on the 2024 Forbes Top RIA Firms list. This is the firm’s second consecutive year on this list.Fairway Wealth Management Ranked No. 30 on 2024 Financial Advisor Top 50 Fastest-Growing Firms List
INDEPENDENCE, Ohio, July 25, 2024 (GLOBE NEWSWIRE) -- Fairway Wealth Management, an independent, fee-only fiduciary advisory firm, is pleased to announce it has been named No. 30 on Financial Advisor’s 2024 Top 50 Fastest-Growing Firms list. This is the firm’s first-ever appearance on this list.
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Frequently Asked Questions Regarding Fairway Wealth Management
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Fairway Wealth is a multi-family office and personal CFO service that provides leadership, coordination, and results for affluent families, business owners, corporate executives, professionals, and retirees. With over 20 years of experience, they manage more than $3 billion in investments for approximately 300 families across the United States, foc... Read More
