Heather O’Neill Fairbanks, CFP®, ChFC®

Partner, Managing Director

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Heather O’Neill Fairbanks is a Partner and Managing Director at Beacon Pointe Advisors. With over 30 years of experience, Heather has focused on retirement planning and building trust and confidence in her client relationships, while providing personalized service based on each client’s needs. Prior to joining Beacon Pointe, Heather founded Midwest Financial Advisors Group, a full-service planning and investment advisory firm (which merged with Beacon Pointe in 2023). In addition to managing the firm, she played an integral part in the investment research process and creating customized planning solutions for each client. Heather graduated with a business degree from Western Michigan University, is a Chartered Financial Consultant® (ChFC®) and has been a CERTIFIED FINANCIAL PLANNER® (CFP®) since 1995. She is an active member of the Women’s Advisory Institute (WAI) at Beacon Pointe, the Financial Planning Association (FPA), and the Financial Services Institute (FSI). Heather has also served on the Investment Advisory Council, National Education Task Force and Advisory Board for FSC Securities Corporation. Heather served on the first AIG Advisor Group Women’s Advisory Board, which began in 2013. Her board commitment focused on serving women in mentorship, leadership, community outreach & development. Outside of the office, Heather’s focus is on her family and making an impact on her community through the Lake Forest Open Lands.