Broker Check
Our firm

Guiding the financial decisions that shape a life.

Fairview Wealth Advisors has spent more than twenty-five years helping people plan for the future, invest with purpose, and think clearly when the stakes feel highest. We're an independent firm. When we act in an advisory capacity, we are an investment fiduciary, fee-based and held to the fiduciary standard, which means we're obligated to put your interests first.

Our overarching belief is that you should understand your financial plan and investment strategy. We take the time to explain the thinking behind every recommendation, so the decisions are yours to make, with confidence. Meet the people you'd be working with:

Elizabeth Gregg, MBA, ChFC CDFA ™

Managing Partner

704-247-9494

beth.gregg@lpl.com

Elizabeth Gregg, MBA, ChFC, CDFA, is the Managing Partner and founder of Fairview Wealth Advisors, where she has been helping business owners, individuals, and families in the Charlotte community since 1998.Beth built Fairview Wealth...
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Andrea Kovacs Wolf, MBA

Partner, Wealth Manager & Financial Planner

980-595-8210

akwolf@core-ria.com

Andrea Kovacs Wolf, MBA, is a Partner and Wealth Manager at Fairview Wealth Advisors, where she provides customized financial planning and wealth management guidance to individuals and families in the Charlotte, NC area.

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Jon Swofford

Partner, Wealth Manager, LPL Financial Planner

704-247-9495

jswofford@core-ria.com

Jon Swofford is a Partner, Wealth Manager, and Financial Planner at Fairview Wealth Advisors in Charlotte, NC, specializing in wealth planning and client education.Jon began his financial services career at Fidelity Investments in 2016...
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Catey Fisher

Financial Advisor, Client Services Manager

704-247-9497

cfisher@core-ria.com