Helping you trade financial uncertainty for a clear, confident path forward
You’ve worked hard to get where you are. We’re here to ensure your wealth works just as hard for your future.
A Note from the Founder
To our clients and future partners,
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Choosing someone to guide your financial future is a significant decision. It’s a relationship built on trust, and I believe that trust begins with knowing the "why" behind the firm you choose.
The Fairway Story
My work in the personal finance industry has been driven by one core observation: People don’t need more complex financial products; they need a clearer path. While the tools and technology of finance have evolved, the underlying questions for most families remain the same: Am I doing enough? Am I missing an opportunity? Is my family actually protected? Over 15 years of helping families and individuals navigate their money has shown me that the "noise" of the financial world often hides the simple truths of what it takes to succeed. I founded Fairway Planning to be more than just a place to manage assets. This firm is built to be a dedicated partner in your success. I am passionate about the human side of finance and helping people bridge the gap between where they are today and the goals they’ve dreamed of for years.
To me, success isn’t a number on a spreadsheet; it’s the peace of mind that comes from having a structured roadmap and an advocate who ensures you stay on track. I don't just hand over a plan and wish you luck. I walk the path with you. This ensures every financial decision you make is intentional, informed, and aligned with the life you want to live.
Matt Davis
Founder & Financial Advisor Fairway Planning
The Fairway Philosophy
Financial planning shouldn’t feel complicated or intimidating. We focus on:
Clarity First
Know exactly where you stand.
Simplicity Always
An actionable plan that fits your real life.
Confidence Over Confusion
Feel secure in the decisions you’re making.
Partnership
You don’t have to figure it out alone.
Why Fairway Planning?
Choosing a financial advisor is about more than just managing accounts, it’s about choosing who you want in your corner when life’s big decisions arise. At Fairway Planning, we move beyond the "one-size-fits-all" approach of larger institutions to provide a relationship built on transparency, intentionality, and shared success. We believe that the best financial moves are the ones that serve your life, not a corporate sales goal, and we are dedicated to ensuring your roadmap remains as dynamic and unique as you are.
