Chris Martin, CFP® — Partner · Fairway Wealth

Chris Martin, CFP® — Partner · Fairway Wealth · Northfield, Ohio, United States.

Direct contact

No direct contact on file for Chris yet.

About

Specialties: Tax compliance for partnerships, corporations, private operating foundations, and high income individuals. Small business financial needs including payroll tax, compiled financial statements, A/R, and A/P.

Experience

PartnerCurrent
Fairway Wealth Management LLC · Cleveland, Ohio, United States
Apr 2023 – Present
My primary role is focused on listening to clients and working with them to build a plan that maximizes the impact of their financial resources in achieving their goals. The process includes tax planning, portfolio management, cash flow planning, estate reviews, education planning; each season brings something different. Along with my role as a Senior Wealth Manager, I function as our internal technology and software leader at the firm.
Tax Associate
Sikich · Akron, OH
Jan 2011 – Nov 2012
Federal and state compliance for partnerships, corporations, non-profit entities and high income individuals. Tax research projects.Member of the SALT team and contributor to BCG tax blog. IC-DISC compliance.

Education

Shippensburg University of Pennsylvania — Bachelors, Accounting · 2008 – 2010

Skills

FinanceTaxSmall BusinessPayrollAccountingTax ResearchCorporate TaxTax PreparationFinancial Reporting