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
Andrea Kovacs Wolf, MBA
Partner, Wealth Manager & Financial Planner
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.
Jon Swofford
Partner, Wealth Manager, LPL Financial Planner