Our Firm
Our Firm
Fair Planet Advisors is an independent full-service financial firm committed to helping clients (individuals and business owners) pursue their financial goals in a sustainable manner. We offer a wide range of financial products and services. We believe that by working with Fair Planet Advisors you will be better able to identify your goals and make informed decisions.
Fair Planet Advisors is committed to providing outstanding customer service and individualized attention, utilizing proven strategies and techniques. Our process includes identifying our clients' goals and objectives, gathering data, processing and analyzing the data, presenting and implementing strategies, and monitoring the plan.
Fair Planet Advisors, working in conjunction with experts at these affiliated firms will provide unbiased advice, support, and solutions for both simple and complex financial plans. Fair Planet Advisors will get to know you personally, learning about your financial goals and priorities, your life circumstances, and will probe for your views on a range of environmental and social issues. Drawing from their experience and supported by research and data, Fair Planet Advisors will build a custom investment portfolio fully aligned with your values and financial goals.
Please call us if you have any questions about our firm or the range of financial products and services we provide. We have a relationship with a variety of financial service companies:
Securities America
Through our Broker/Dealer, Securities America, Inc. and Investment Advisor, Securities America Advisors, Inc., Fair Planet Advisors can offer first class investment products and services. Securities America is part of Advisor Group, one of the largest networks of independent wealth management firms in the United States, with more than 11,000 affiliated financial professionals. Our structure allows us to invest significant resources across our network, so financial professionals enjoy access to state-of-the-art technologies, personalized service and broad-based operational support to better serve their clients.
First Affirmative Financial Network
Fair Planet Advisors is a Member of First Affirmative Financial Network (FAFN)
The advisors First Affirmative supports are sustainable, responsible, and impact (SRI) investing specialists. Each has been carefully vetted on the basis of SRI knowledge, investment experience and professional accreditations, and must abide by a rigorous code of ethics. They are also advocates in their own right for the common good, and actively contribute to the well-being of the communities in which they live and work.
SEI
SEI Investments Company, formerly Simulated Environments Inc, is a financial services company headquartered in Oaks, Pennsylvania, United States. The company describes itself as a global provider of investment processing, investment management, and investment operations solutions.
Protecting Our Clients Values, Investments & Quality of Life in a Sustainable Customized Approach