Fairpoint Wealth Management
Financial Planner & Advisor
Fee-Only Financial Planner located in Cleveland, OH and serving clients locally and throughout Northeast Ohio.
Matt Kircher is a Cleveland, OH fee-only financial planner. Fairpoint Wealth Management, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Matthew Kircher is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Matt Kircher is a fee-only financial planner and wealth advisor at Fairpoint Wealth Management, LLC, located in Cleveland, Ohio.
Matt launched Fairpoint Wealth Management in 2017 with a mission to provide affordable & expert financial advice to today's professionals and families. The rapid advancement of financial technology allowed him to break the mold of traditional wealth management firms by charging lower fees and providing conflict free advice that's always in your best interest.
Matt holds a Bachelor's degree in Financial Planning/Financial Services as well as a Certificate in Financial Planning, both from The University of Akron. He is currently an MBA Candidate at The Weatherhead School of Management - Case Western Reserve University in Cleveland, OH.
Matthew Kircher is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Investing is an important part of every financial plan. We'll develop a personalized portfolio unique to your needs.
We'll help you determine the best investment selection, contribution amount and when to rebalance it. We'll also help you with 401k loans, rollovers and conversions.
We'll help you take advantage of all the benefits your employer offers you and we'll be there to answer your questions during open enrollment.
Ongoing financial advice that helps you identify your goals and provides actionable steps to achieve long term financial growth. Learn more
Are you paying off student loans, planning to go back to college or preparing for your children's education expense? We'll help you strategically plan for this enormous expense.
We'll collaborate with your Estate Attorney if you have one, to make sure your wealth goes where you want it to go.
If you're nearing retirement or recently retired, we'll develop an income strategy to help your money last throughout retirement using Monte Carlo simulation, Social Security optimization, Stress testing, etc.
We help clients save taxes by using tax-efficient investments, tax optimized allocations, 1040 projections, tax efficient drawdown strategies and Roth conversions.
Are your overpaying for insurance or is there a gap in your coverage? We'll objectively review your policies.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Employee Benefits Optimization
- 401(k) / IRA Guidance
- Tax Planning
- College Education Planning
- Company Employees
- Career Changers
- Young Professionals
- Managers and Executives
- Gen X/Y
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- No Asset Minimums
Professional Designations & Affiliations
Matthew Kircher is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Matthew Kircher is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Matthew Kircher is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Matthew Kircher
19410 Puritas Ave
Cleveland, OH 44135