Farrall Wealth

Business Details

Comprehensive Wealth Management Services

Farrall Wealth is a boutique wealth management firm dedicated to empowering families and business owners to make sound financial decisions. Founded on the principles of integrity, excellence, and client-centric service, we act as stewards of our clients' wealth, prioritizing long-term relationships built on trust and mutual respect. Our team combines decades of industry experience with a personalized approach, offering tailored solutions in retirement planning, multigenerational wealth transfer, investment management, and fiduciary services for 401(k) plans. We serve high-net-worth individuals and families nationwide, emphasizing ethical investing, tax efficiency, and comprehensive financial strategies.

As a firm, we value community involvement, demonstrated through our founder's leadership roles in local organizations and charitable contributions aligned with client passions. Our technology-driven processes, including the WEALTH 360 methodology, ensure clients receive holistic guidance to grow, protect, and distribute their assets. We differentiate ourselves by working exclusively with clients who share our commitment to kindness and collaboration, fostering an environment where financial success is measured alongside personal fulfillment and generational impact.

Services

Retirement Planning Investment Management Multigenerational Planning 401(k) Fiduciary Services Estate Planning

Highlights and features

We operate as fiduciaries, legally obligated to act in clients' best interests.
Our team includes a CFA charter holder with 25+ years of high-net-worth experience.
We implement a proprietary WEALTH 360 process for holistic financial planning.
Founder Greg Farrall brings entrepreneurial expertise from managing $500M+ assets.
We prioritize client compatibility through our '6 Farrall Fs' relationship framework.

Associations and certifications

CFA Institute
AIF (Accredited Investment Fiduciary)
PPC (Professional Plan Consultant)

Website

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Services

Retirement Planning

Our retirement planning service helps clients build and execute comprehensive strategies for their post-career lives. We focus on optimizing savings, minimizing tax liabilities, and creating sustainable income streams tailored to individual goals. With expertise in 401(k) fiduciary services and pension planning, we guide clients through critical decisions about asset allocation, healthcare costs, and legacy planning while maintaining a minimum 60-word count.

Investment Management

We provide customized investment management solutions focused on wealth preservation and growth. Our approach emphasizes fee minimization, tax efficiency, and risk-appropriate asset allocation across diverse market conditions. Utilizing advanced analytics and proprietary technology, we create diversified portfolios aligned with clients' financial objectives while maintaining strict compliance with fiduciary standards throughout the investment process.

Multigenerational Planning

This service specializes in creating sustainable wealth transfer strategies for families across multiple generations. We help clients establish educational funds, implement charitable giving vehicles, and structure trusts to preserve family wealth. Our approach combines financial planning with values-based education to ensure heirs are prepared for financial stewardship while maintaining privacy and minimizing estate taxes.

401(k) Fiduciary Services

We offer specialized fiduciary services for business owners managing employee retirement plans. Our team conducts plan audits, provides investment recommendations, and maintains documentation vaults to ensure regulatory compliance. As Accredited Investment Fiduciaries, we help employers fulfill their legal obligations while optimizing plan design to benefit both business owners and employees.

Estate Planning

Our estate planning service helps clients organize the transfer of assets while minimizing tax implications. Through partnerships with legal professionals, we offer will-based and trust-based solutions that address guardianship, probate avoidance, and charitable giving. The process includes document preparation, asset scheduling, and execution guidance to ensure clients' wishes are clearly documented and legally protected.

People

Greg Farrall

Founder & CEO

Greg Farrall founded Farrall Wealth after managing $500M+ in assets at Lakeside Financial Group. A former Chicago Board of Options Exchange trader, he brings entrepreneurial expertise and community leadership experience from his roles with United Way and Valparaiso Rotary Club. He graduated from Indiana University's Kelley School of Business.

John Farrall

Chief Investment Officer

John Farrall, CFA charter holder, leads our investment committee with 25+ years in high-net-worth asset management. Previously at PNC Private Bank, he specialized in derivatives strategies and structured investments. He holds an MBA from Ohio State University and manages client portfolios from our Tampa, Florida office.

Myron M. Oppenheimer

Client Care Director

Myron Oppenheimer brings 40 years of wealth management experience as our Client Care Director. Former Senior Vice President at PNC Wealth Management, he specializes in ultra-high-net-worth client relationships. He graduated Magna Cum Laude from Wharton School and Summa Cum Laude from Loyola University with finance credentials.

Joshua Kozel

Branch Operations Manager

Joshua Kozel manages branch operations and client account analysis since joining in 2011. He implements our four-phase wealth management system while ensuring operational excellence. He works closely with clients to maintain our service model's standards across all client interactions.

Cynthia Pajas

Executive Assistant

Cynthia Pajas serves as Executive Assistant with 11 years of LPL Financial experience. She supports advisors and clients through relationship management, goal execution, and administrative coordination. With a 27-year career in financial services, she focuses on building trust through personalized client support.

Questions

What services does Farrall Wealth offer?

We provide retirement planning, investment management, multigenerational wealth transfer, 401(k) fiduciary services, and estate planning tailored to high-net-worth individuals and families.

Are you fiduciaries?

Yes, we operate as fiduciaries, legally obligated to act in clients' best interests with all recommendations and investment decisions.

How do you work with clients?

We use our proprietary WEALTH 360 process covering discovery, aggregation, liberation, technology integration, and holistic planning to create personalized financial strategies.

What is your minimum investment requirement?

We specialize in serving high-net-worth clients but do not publicly disclose specific minimum investment thresholds. Contact us for personalized information.

Do you offer estate planning services?

Yes, we partner with Trust & Will to provide will-based and trust-based estate plans starting at $169, including all necessary legal documentation.

How are you compensated?

Our compensation structure combines asset-based management fees, hourly consulting rates, and partnership service arrangements, all disclosed transparently during initial consultations.

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