About

Fairman Group Family Office is an independent fee-only financial planning firm, located in Chesterbrook,  PA, offering wealth management, investment advisory, tax and personal accounting services to  individuals in the greater Philadelphia area, since 2002. The firm was founded by tax professionals from  the former public accounting firm Arthur Andersen.    We are a fiduciary who serves clients with skill, care, prudence and diligence through a disciplined and  integrated process. Our credentialed, multi-disciplinary team of CPAs, CFPs and CFAs collaborate with  clients to serve as their family office on all aspects of the client’s financial affairs —from cash flow  monitoring, investment management, estate planning, bill-pay services to tax preparation and planning.   We have particular expertise in providing unbiased tax and financial counseling for individuals with  equity-based compensation arrangements such as stock options, restricted stock, RSUs, phantom stock.  etc. that are common in the Life Sciences industry.   We are compensated from client advisory fees only. We do not sell any products and do not accept  commissions, referral fees, loads/12b-1s, trails, or any other compensation from outside sources.