Matthew Kircher

Fairpoint Wealth Management

Financial Planner & Advisor

I can work with clients anywhere!

Matthew Kircher

Fairpoint Wealth Management

Financial Planner & Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Matthew Kircher

(216) 272-0514

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

Investment Management

Investing is an important part of every financial plan. We'll develop a personalized portfolio unique to your needs.

401(k) Guidance
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.

Employee Benefits
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.

Financial Planning
Ongoing financial advice that helps you identify your goals and provides actionable steps to achieve long term financial growth. Learn more

College Planning
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.

Estate Planning
We'll collaborate with your Estate Attorney if you have one, to make sure your wealth goes where you want it to go.

Retirement Planning
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.

Tax Planning
We help clients save taxes by using tax-efficient investments, tax optimized allocations, 1040 projections, tax efficient drawdown strategies and Roth conversions.

Insurance Analysis
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.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Employee Benefits Optimization
  • 401(k) / IRA Guidance
  • Tax Planning
  • College Education Planning

Ideal Clients

  • Company Employees
  • Career Changers
  • Pre-Retirees
  • Young Professionals
  • Managers and Executives
  • Gen X/Y

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation
  • No Asset Minimums

Professional Designations & Affiliations

Contact Matthew Kircher

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Office Locations:

  • 19410 Puritas Ave
    Cleveland, OH 44135

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