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OUR SUCCESS COMES FROM THE SUCCESS OF OUR CLIENTS

About Us


At Fairlead Financial Group, we promise our clients unbiased individualized financial guidance. We pride ourselves on the following core values:

Transparency

Our clients understand exactly what they are paying for with each of the services we provide, and what they ultimately get in return.  We work directly with our clients on a fee-only basis.

Independence

As an independent Registered Investment Advisor, we answer only to our clients, not shareholders or profit expectations. We serve no other interests but those of our clients. 

Client Focus

Fairlead Financial Group truly believes that the success of our firm comes from the success of our clients. We are dedicated to working with each of our clients to understand their distinct circumstances, so we may direct them towards an investment strategy aligned with their financial goals. Operating around our Fiduciary Standard of Care, our priority is providing the absolute best financial advice for each individual we serve.