Fairfield Investments and Wealth Management

Fairfield Investments and Wealth Management, LLC is a Fee-Only, comprehensive financial planning and investment advisory firm dedicated to serving the needs of middle-income households.

Why choose a Fee-Only advisor?

Choosing a financial advisor is not a simple task. Carefully consider how your advisor is compensated. Working with a Fee-Only advisor, you can enjoy the peace of mind that comes from knowing that your advisor has your best interests at heart.

Useful Resources:
Working With a Fee-Only Advisor (PDF)
Fiduciary Standard (PDF)
How to Choose a Financial Planner (PDF)

Fee Only Logo

Welcome

Our services are purely Fee-only. We do not sell products. We do not receive commissions. Our business exists to serve you by providing the highest quality of financial planning and investment management advice solely in the best interest of you – the client.

While such Fee-only services are often priced out of reach of the typical middle-income household, Fairfield Investments and Wealth Management, LLC has developed a strategy that allows us to serve the individuals and families who will benefit most from the guidance of highly skilled financial advisors offering unbiased financial advice.

We are committed to helping you reach your financial goals, no matter your stage in life. Our clients include individuals and families of all ages; young professionals charting their course to financial independence; retirees who are managing their retirement savings; widows; single parents; and families with special needs.

Latest News

04.01.08

Visit our In The News page to see Lori Embrey's recent quotes in MSN Money and Financial Planning magazine.

03.28.08

Did you earn too much money to conrtibute to a Roth IRA for 2007? Make a non-deductible Traditional IRA contribution and convert it to a Roth in 2010 when income limitations are lifted. Be sure to file Form 8606 with your tax return.