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2409-B Plantation Center Drive Matthews, NC 28105

(980) 245 4757
info@fairwayfinancialnc.com
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Meet the Team

Bradley Kellen, CFP®

Bradley Kellen, CFP®

Financial Advisor

(980) 245 4757

bradleykellen@fairwayfinancialnc.com

Where did you grow up and what was it like?I was born in Chicago but moved to Charlotte at a young age. My family was always financially comfortable and my parents balanced their career commitments with support for my brother and me...
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David Reid

David Reid

CEO

(980) 245 4757

davidreid@fairwayfinancialnc.com

As co-founders of FairWay Financial, David Reid and Bradley Kellen have proudly built a successful independent financial planning business in Matthews, NC.Under their mission: ‘To provide confidence to achieve goals and ambitions...

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At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.