Meet Five Star Wealth Manager , an award-winning wealth manager in Chesterbrook, PA.

PROFESSIONAL PROFILE

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Fairman Financial

1200 Liberty Ridge Dr Ste 320

Chesterbrook, PA 19087

Office: 610-889-7300

skindt@fairmanfinancial.com
www.fairmanfinancial.com

Professional Approach

Fairman Financial takes a comprehensive look at your financial life to provide advice from every angle. We believe that coordination of investment, tax, estate and insurance advice is key to successful outcomes. Our integrated approach means you can be confident that your financial needs are met by a team you can trust.

We help you define your objectives, develop strategies, and implement a financial plan tailored to your unique needs. We meet with you regularly to address questions, monitor progress, provide guidance and adjust for changes in your situation. We provide the security of a personal advisor you can trust, which allows you the freedom to focus on other important aspects of your life.

Fairman Financial has the knowledge, experience and ability to assist you with a broad range of planning needs, including:

• Personalized investment management
• Retirement planning
• Estate planning
• Tax planning and preparation
• Cash flow management
• Equity compensation
• Sudden life event planning (death, divorce)
• Charitable planning
• Insurance needs analysis

Roy M. Fairman, CPA/PFS

Founding Partner

Phone: 610-889-7300

Roy Fairman is a founding partner of Fairman Financial, which was formed to provide comprehensive wealth advisory and individual tax services to high net worth individuals and families. Prior to forming Fairman Financial, Roy spent 29 years as a partner with Arthur Andersen. From 1991 to 2001 he was the partner in charge of the Tax practice of the Philadelphia office. Roy has extensive experience in all areas of taxation, including individual, estate and gift, corporate, and partnership taxation. In addition, he has been the trusted business advisor for many high net-worth individuals, family business owners, entrepreneurs and senior corporate executives.

Roy is a Certified Public Accountant and holds an MBA from the Wharton School and an undergraduate degree from Gettysburg College. He is a member of the American Institute of Certified Public Accountants, and of the Pennsylvania Institute of Certified Public Accountants.

Shawn P. Kindt, CPA/PFS, CFP®

Founding Partner

Phone: 610-889-7300

Shawn has over 25 years of wealth management, investment advisory and tax planning experience. At Fairman, Shawn assists clients and their families with optimizing all aspects of their finances including cash flow, strategic planning, taxes, debt management and investment portfolio construction, implementation, monitoring, and rebalancing. He offers particular expertise as a life transition specialist to those contemplating a second career or retirement, recently divorced, or recently widowed. As an investment advisor he assists clients with all areas of asset allocation, investment policy implementation, manager research, efficient portfolio structuring, and performance monitoring. Prior to joining Fairman, he served as an experienced manager in the Private Client Services group in the Philadelphia office of Arthur Andersen. During his time with Arthur Andersen, Shawn provided extensive investment advisory, financial planning and income tax planning services to high net worth individuals and families.

Shawn is a Certified Public Accountant who holds the AICPA’s Personal Financial Specialist designation and is a CERTIFIED FINANCIAL PLANNER™ certificant. He is a member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants. He holds a BS in Accounting from Drexel University and a Master of Science degree in Financial Services from Saint Joseph’s University.

Marianne Inforzato, CFP®

Founding Partner

Phone: 610-889-7300

Marianne has over 30 years of wealth advisory, estate, and tax planning experience. Prior to joining Fairman, she was an Experienced Manager in the Private Client Services group in the Philadelphia office of Arthur Andersen. Marianne participated as a member of Andersen’s National Specialty Team for Family Wealth Planning. She has significant experience in providing sophisticated wealth transfer planning, income tax planning, investment advisory, and other financial counseling services to high-net-worth individuals, wealthy families, and senior corporate executives. Marianne has particular expertise with family-owned businesses in addressing succession planning and related tax issues.

Marianne is a CERTIFIED FINANCIAL PLANNER™ certificant and is a member of the Philadelphia Estate Planning Council. Her educational background includes a BS in Finance and Insurance from The Wharton School of The University of Pennsylvania.

See Accomplishments

This award was issued on 11/1/24 by Five Star Professional (FSP) for the time period 2/13/24 through 8/30/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4532 Philadelphia-area wealth managers were considered for the award; 303 (7% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 3,885, 328, 8%, 11/1/23, 2/13/23 - 8/31/23; 2022: 3604, 305, 8%, 11/1/22, 2/21/22 - 8/19/22; 2021: 3576, 310, 9%, 11/1/21, 1/18/21 - 9/3/21; 2020: 4148, 366, 9%, 11/1/20, 2/10/20 - 9/11/20; 2019: 3910, 437, 11%, 11/1/19, 2/11/19 - 9/20/19; 2018: 3721, 439, 12%, 11/1/18, 2/20/18 - 9/19/18; 2017: 3022, 437, 14%, 11/1/17, 1/20/17 - 9/8/17; 2016: 2671, 660, 25%, 10/1/16, 3/5/16 - 10/7/16; 2015: 4696, 805, 17%, 11/1/15, 3/5/15 - 9/9/15; 2014: 4438, 856, 19%, 11/1/14, 3/5/13 - 9/9/13; 2013: 3354, 934, 28%, 10/1/13, 3/5/12 - 9/9/12; 2012: 2847, 773, 27%, 11/1/12, 3/5/11 - 9/9/11.

Click to access BrokerCheck

Fairman Financial is a fee-only financial planning firm located in Chesterbrook, PA, offering wealth management, investment advisory, tax and personal accounting services to individuals and families. Investment advisory services are provided by The Fairman Group LLC, an independent investment advisor registered with the Securities and Exchange Commission (CRD# 121492).

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.