Broker Check

704-247-9490

Welcome to Fairview Strategic Partners, LLC

Our experienced advisors help individuals, professionals, and business owners as they strive to grow and preserve the assets they spend a lifetime accumulating.

Investments

Focusing on your goals with a disciplined approach.

Insurance

Seeking to protect your family or business from financial risk.

Planning

Creating personalized strategies for any age and any life circumstances.

Our Services

As a full-service establishment, Fairview Strategic Partners advisors can assist you in a variety of ways.

Investments

·         Corporate and Individual Retirement Plans

·         Professionally Managed Accounts

·         Brokerage

·         Variable Annuities

·         Direct Mutual Funds

Group and Personal Insurance

·         Life Insurance

·         Long Term Care Insurance

·         Annuities

·         Disability Income Insurance  

Planning

·         Business Planning

·         Retirement Planning

·         Estate Planning

·         Personal Financial Plans

·         College Planning

·         Divorce Planning

Let us know what we can do to assist you with your financial needs. Call today and we will get started.

David Foulk
704-247-9495
david.foulk@lpl.com

Elizabeth Gregg, MBA, CDFA
704-247-9494
beth.gregg@lpl.com

Robert Shore, CFP
704-247-9496
Robert.shore@lpl.com

Lauren Williams       
LPL Registered Client Services Assistant
704-247-9497
Lauren.g.williams@lpl.com

 

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.