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Prescott, AZ Financial Advisors

Making Your Money Work… So You Don’t Have To

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About Us

A Personalized & Purposeful Wealth Management Experience

We are a boutique investment firm located in Prescott, Arizona that provides customized investment strategies for our clients.

Since every client is different, we take time to get to know you so that we can design a customized plan that moves you in the direction of your goals. Your portfolio(s) and plan shouldn’t necessarily look like anyone else’s.

And because life changes, we will review your plan on a regular basis and make changes as needed.

More About Us

Our Specialty Areas

We collaborate closely with each client to craft customized financial plans and investment strategies. These include scheduled check-ins, measurable progress tracking, and communication that clients can manage on their terms.

Investment Management

The process of professionally handling a client’s portfolio of assets, including stocks, bonds, and other investments, to meet specific financial goals. It involves creating a strategy, monitoring performance, and making adjustments to stay aligned with market conditions and the client’s objectives.

Life Insurance

Life insurance provides financial protection for your loved ones by paying a benefit to your chosen beneficiaries after your death. It helps cover expenses, replace lost income, and secure their financial future.

Annuities

Provides guaranteed income, either for a set period or for life, in exchange for a lump sum or series of payments. It’s often used to create a steady stream of retirement income and help manage longevity risk.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal.  Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value. Guarantees are based on the claims-paying ability of the issuing company.

Retirement

The stage of life when you stop working full-time and rely on your savings, investments, and other income sources to support your lifestyle. Careful planning ensures you can maintain financial independence and enjoy the freedom of this next chapter.

Who We Serve

Business Owners

Private Clients

Pre-Retirees

Retirees

Young Investors

Imagine Your Ideal Retirement

Retirement isn’t the end—it’s a new beginning. At Fair Oaks, we believe your golden years should be filled with purpose, freedom, and financial confidence.

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Picture the Life You Want:

  • Travel the world or finally take that dream cruise
  • Pursue passions like painting, gardening, or volunteering
  • Enjoy more time with family and loved ones
  • Build your legacy through giving, mentoring, or meaningful projects

What our clients Say

Testimonials

Working with Greg at Fair Oaks Wealth Advisors has been awesome! He has helped me achieve my financial goals while helping me take an interest in my investments. Greg’s expertise is great. He takes time to understand my goals and he is enthusiastic and open to new ideas.

B.P. Prescott, AZ

My daughter recommended Greg Sheehan. He was very knowledgeable and professional. He took much time with me, carefully listening to my investment questions, risk concerns and long term plans. He maintains great communication with me and thoroughly explains new investment avenues. I am completely confident that Greg watches out for my best interests and will continue to safeguard my investments. I would highly recommend Greg as a financial planner.

D.K. Prescott, AZ

Working with Fair Oaks Wealth Advisor/Greg Sheehan has been a very positive experience. From the beginning, he demonstrated a high level of professionalism and financial knowledge, making it easy to trust his guidance throughout our interactions. Greg is consistently responsive and accessible. Any time I have a question or need clarification, he is prompt to respond and makes me feel that my concerns are heard and my questions are not stupid. I also appreciate his patience and thoughtful explanations, which helps me feel more confident and informed. The level of courtesy and personal attention I receive is excellent. I always feel comfortable reaching out, and his friendly, approachable demeanor made financial discussions much less stressful. Overall, I’ve been extremely satisfied with the level of service I receive and look forward to continuing our professional relationship.

C.Y. Office Manager, Prescott, AZ

I have worked with a few different financial advisors through the years, but none have earned my trust like Greg Sheehan. What really sets him apart is that he is not a one-size-fits-all kind of advisor—he takes the time to understand your goals, risk for tolerance, and life situations before making any recommendations. He is always in the know about forward – thinking investment opportunities, and he breaks things down in a way that’s easy to understand without feeling overwhelmed. Because of his consistent guidance and transparency, I feel confident enough to move all my investments under his management—including my retirement accounts. That decision came with complete confidence, and its one of the best financial moves I’ve made. If you want someone who genuinely has your best interest in mind and backs it up with deep industry insight, Greg Sheehan is that person.

T.S. Retired, Dewey, AZ

For over five years, Greg Sheehan has proven himself to not only be someone who displays a natural gift for reading the world’s financial landscape, he also knows how to take that knowledge and work with his clients to customize a portfolio according to their financial needs and future goals. He has always been prompt with communications, available to discuss any market concerns and most importantly a Financial Investment Advisor who genuinely cares about my present and future financial wellbeing.

M.D. Retired, St. Augustine, FL

These statements are testimonials by clients of the financial professional as of 10/1/25. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

What is a Fiduciary?

A person or organization that acts on behalf of another and has a legal and ethical duty to put the client’s interests first. Effectively, it is to do what is in the best interest of the client. (Investopedia)

For our advisory clients, we must act as a fiduciary or meet a “best interest” standard of care for our clients. We aim to fulfill these standards, whether required or not.