See if you're a fit
See if you're a fit

About Us

Why Fairway Financial?

At Fairway Financial Partners, we believe retirement should be as unique as the life that led to it. Our approach goes beyond portfolios – it’s about listening to your story, understanding your values, and designing a plan that reflects what matters most to you.

What we believe

  • Retirement planning should be personal, not prepackaged.
  • Risk isn’t a badge of honor – it is something that should be carefully managed.
  • Income is the outcome that matters.
  • Clients deserve clear answers and honest advice, not jargon or pressure.

The Magnolia Method

Our approach starts with understanding what truly matters to you – your values, your vision, and your why. From there, we design a retirement strategy that reflects your unique life story, not someone else’s template.

This is real financial guidance for real life. Thoughtful, personal, and built to help you retire with clarity and confidence, just like you deserve.

Start Smart

Get a Clear Understanding of Your Financial Life

First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.

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Apply Discipline

A Retirement Strategy Designed for You

Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process. 

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Communicate Progress

Our Commitment to You

Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship. 

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Get Started Now$

Built to Serve, Designed for You

At Fairway, our team shares a common mission: helping people navigate retirement with clarity and peace of mind. Get to know the people behind the planning.

Zach Williams

Partner, Wealth Advisor

Kyle Williams

Partner, Wealth Advisor

Thomas Rozman, CFA®, CAIA®

Chief Investment Officer

Paul Tinnirello

Director of Operations

Michael Mortellaro

Head of Planning

Scott Raider

Chief Compliance Officer

Why Choose us?

  • $0 Minimum to Start Planning

    Everyone deserves a clear retirement plan.

  • 2 Meetings to Build Your Retirement Blueprint

    Our Magnolia Method helps transform complex financial decisions into a structured strategy designed for long-term retirement confidence.

  • 20+ Years

    Experience

  • 1 Goal

    Helping you retire with clarity and confidence.

Custom Retirement Plans

Every client’s retirement is different. We build personalized strategies designed around income, taxes, investments, and long-term goals.

Integrated Financial Planning

Investment strategy, tax planning, and retirement income planning all working together.

Retirement Income Expertise

Our focus is helping retirees convert savings into reliable income while
protecting against market risk.

Long-Term Partnership

Planning doesn’t stop once the accounts are opened. We work with clients continuously as life and markets change.

Start your path to financial clarity.

We’re here when you’re ready.

Schedule a free consultation$