Broker Check

Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Meet The Team Our Team of Dedicated Professionals 

Jim McCollom

Jim McCollom

Wealth Advisor/Retirement Planner

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Alyssa Bride

Alyssa Bride

Executive Assistant

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Caroline Fredenberg

Caroline Fredenberg

Growth and Outreach Strategist

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Joseph Giordano

Joseph Giordano

Wealth Advisor / Fixed Income Specialist

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Who We Are Our Commitment

At Fairview Strategic Planning LLC, we believe that comprehensive financial guidance forms the cornerstone of long-term stability. Our team focuses on understanding your distinct professional and personal milestones to build structured strategies. We prioritize clear communication and fact-based analysis to support your goals at every stage of your financial journey.

Finding Your Fit<br/>

Finding Your Fit

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

Client-Focused Approach

Your priorities guide our process. We align our services with your specific goals, focusing on clarity and structured management for your personal wealth.

Investment Capabilities

We construct portfolios centered on objective data and diversified asset allocation, designed to correspond with your risk tolerance and long-term timeline.

Community and Values

Built on long-term relationships, our firm emphasizes transparency and professional integrity in every client interaction and strategy we implement.

Get Started Schedule a Free Consultation

Take the first step toward aligning your wealth with your life objectives. Connect with our professional team for a straightforward, no-obligation exploratory call.

Book A Consultation