SL_profile_Fairman Financial 2pg_0524_Layout 1 6 / 5 / 24 9 : 29 AM Page 2 We try to turn all the cards face up , so our clients under - ucts ; we’re here to provide advice that “ We still have some of the clients stand the avenues is 100 percent in our clients ’ best from back then , and I think that speaks interest . ” to the truly personal nature of the work available to them . ” Beginning in June 2024 , clients will we do , ” she says . “ With some of our notice a subtle but important change to longer - standing clients , we’ve gotten to – Marianne Inforzato , CFP ® the firm’s identity , which more accurately know their children very well , and even reflects the value it provides to clients their grandchildren . It’s like we become and their families . The partners part of the family . ” rebranded the firm as Fairman Finan - At the outset of Inforzato’s career , many reasons , including the fact that it cial ™ , with the tag line : “ Advice from relatively few women in the wealth - man - enables us to better serve the clients every angle . ” agement industry held leadership posi - who rely on us to help them solve com - “ We try to turn all the cards face up , tions . Some firms still have a male - centric plex tax and financial issues . ” ? so our clients understand the avenues workplace , but that’s not the case at available to them , ” she says . “ Our new Fairman Financial ™ . Women account About Marianne Inforzato identity emphasizes that goal , which is to for more than 50 percent of Fairman’s Marianne Inforzato has earned the Five Star educate clients on the various possibilities . employees , and that includes two female Wealth Manager award multiple times over We’re still a family office , but Fairman principals : Margaret McGarrey , CPA , and the past decade . In addition to her work with Financial ™ reinforces the fact that we are Lee Profy , JD , LLM . Fairman Financial ™ , she is a longtime member uniquely qualified to look at their financial “ It’s helpful to have a woman partner of the Philadelphia Estate Planning Council . picture from many different angles : tax and to have other women in leadership planning , retirement planning , investment positions , ” Inforzato says . “ It’s been ter - Inforzato and her husband have two children , management , estate and gift tax planning , rific , especially for clients , because some a 15 - year - old daughter and a 14 - year - old son , charitable planning , insurance — every clients are more comfortable with women . whom she describes as “ the lights of my life . ” aspect of their financial lives . ” Everyone has gifts they can provide , and Her other interests include listening to rock I think women provide a different per - and classical music , and reading novels ?lled ‘ Part of the Family ’ spective , or maybe just a different sensi - with action and drama . A self - described “ nerd , ” Inforzato’s career dates back to 1993 . tivity . Ultimately , having that kind of she adores science ?ction , and is the rare per - After graduating summa cum laude from diversity on our team is going to help us son who considers herself a fan of both Star the Wharton School at the University of do a better job for our clients . ” Wars and Star Trek . Pennsylvania , where she earned a bach - Fairman Financial ™ strives to be a elor’s in economics with a concentration family - friendly firm in which each ? in finance and insurance , she joined the employee can achieve a satisfying work - Philadelphia office of the accounting life balance . Also , Inforzato says the firm firm Arthur Andersen . That’s where she provides mentorship opportunities to Fairman Financial met the three individuals who would help women — and all employees — achieve 1200 Liberty Ridge Drive , Suite 320 join her in founding Fairman Group their full potential . She credits many of Chesterbrook , PA , 19087 Family Office in 2002 : Roy M . Fairman , the firm’s female members for spear - CPA / PFS ; Shawn Kindt , CPA / PFS , CFP ® ; heading efforts to get more intimately ( 610 ) 889 - 7300 and Doug Morisoli , CPA , CFA ® , CFP ® . involved in community outreach programs fairmanfinancial.com From the very beginning , Inforzato and supporting philanthropic causes . and her fellow partners sought to form “ This is a great organization and a Investment advisory services are o ? ered through The lasting relationships with clients , each great place for people to work , ” she Fairman Group LLC , a registered investment adviser with rooted in transparency and trust . adds . “ That’s incredibly important for the Securities and Exchange Commission . SUBURBANLIFEMAGAZINE.COM VOLUME 15 ISSUE 9 | 39