FAHEY FINANCIAL

Overview

Fahey Financial operates as a small, individually owned advisory and insurance practice structured as a sole proprietorship. The firm combines insurance brokerage with fee-based advisory work, listing financial planning, pension consulting and selection of other advisers among its services. It presents itself as a capital allocator at a very modest scale, directing client resources into third-party vehicles rather than running in-house asset management strategies. Investment activity is concentrated on conventional retail products and real estate exposure. The firm relies on mutual funds and annuities for core portfolio construction and uses real estate and REIT vehicles to provide alternative, income- and property-oriented allocations. Fee arrangements are flexible and non-asset-based — the firm reports hourly charges, fixed fees and other non-standard fee options — which aligns with a consulting-style engagement model rather than a purely AUM-driven advisory practice. Fahey Financial does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices