Work at a small firm that stays small
We are six people in Madison. We hire one person at a time, publish the salary range and train for the CFP exam on company time.
What working here looks like
The salary range, on every listing
And a written review every June with the next step spelled out.
CFP exam paid for
Fees, course and two paid study weeks, whether you pass the first time or not.
Health, dental and vision
100% of premiums for you, 75% for your family, from your first day.
Home by 5:30
Client meetings end at 4:30. Tax season means a few longer weeks, and we say so up front.
Talk to an advisor before you decide anything
A 30 minute call with a CFP professional. Bring one question about retirement, taxes or an old 401(k). There is no charge, and we will tell you if we are not the right fit.
Fee-only financial planning and investment management for families and business owners.
214 Monroe Street, Madison, Wisconsin 53711
Fairwood Wealth LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Nothing on this site is an offer to buy or sell a security or personal advice for your situation. Investing involves risk, including the loss of principal. Projections are hypothetical, are not guarantees and do not reflect actual results. Read our Form ADV Part 2A and Form CRS on the disclosures page before you hire us.
Monday to Friday, 8 am to 5 pm Central
Fairwood