Firm Overview

We develop deep, trusting relationships with our clients.

Founded in 1995, Fairview Capital provides the highest level of personalized wealth management services and professional investment advisory expertise. We manage more than $1.3 billion in assets for individuals, families, trusts, and institutional investors

Our goal is to develop deep, trusting relationships with our clients. By combining a tailored financial plan, consistent investment process, and dedicated service, we have enjoyed an exceptional client retention rate since the firm was founded.

We are proud that we have consistently grown through referrals from existing clients, professional advisors, and friends of the firm. Rather than employ salespeople, we allocate our firm’s resources to better serving our clients.

Fairview is committed to working with multiple members of client families, enabling broader decision-making and smooth transitions across generations. Our clients generally have a minimum of $2 million to invest with us, which may include assets from more than one family member.

Our experienced team is able to advise our clients on complex financial situations, acting as coordinator with their estate attorneys, accountants, trustees, and philanthropic advisors.

With offices in both California and Pennsylvania, we serve clients throughout the United States. We will travel to clients as needed.

As an independent Registered Investment Advisor (RIA), we have a fiduciary duty to our clients and a legal obligation to provide advice that is always in their best interest. We are 100% employee-owned.

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We Serve Clients Throughout the United States

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  • Offices:

    San Francisco Bay Area Office
    300 Drakes Landing Road, Suite 250, Greenbrae, CA 94904
    (415) 464-4640

    Pittsburgh Office
    103 Brilliant Avenue, Suite A, Pittsburgh, PA 15215
    (412) 963-9160

Nothing in these materials should be construed as investment or legal advice or a recommendation to purchase or sell securities. The information is not intended as an offer to provide advisory services in any state or jurisdiction where such offer would not be permitted under applicable law.

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