DEREK FAIRCHILD
Derek Fairchild is a Financial Advisor and CEPA® (Certified Exit Planning Advisor) serving families, business owners, and businesses in several states.
He helps business owners work towards their personal and financial goals during and after the sale of the business. His team also has a wide range of company retirement plans, executive bonus plans, and financial wellness seminars to attract and retain top talent, support the company’s human capital objectives, and help owners work toward their long-term financial goals.
For individuals and families, his focus includes investment management, retirement planning, and insurance (life, disability, and long-term care).
He grew up in Connecticut. Derek received his bachelor’s degree from Boston University with a double major in History and International Relations. Derek began his career in international business but wanted to stop the travel life after 13 years when his first child arrived. He later chose to pursue a change in career and decided to be in business for himself as a Financial Advisor.
Derek holds FINRA Series 6, Series 7, and Series 63 and 65 securities licenses and CEPA®, designation. Derek lives in Greenbackville Virginia with his wife Kathleen. Derek enjoys boating, strategy games like chess, history, traveling, and spending time with family and friends.
3401 Blackbeard Road | Greenbackville, VA 23356
Call: 978.944.2200 | Text: 978.707.6822 | Dfairchild@baystatefinancial.com
Derek Fairchild is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC www.SIPC.org. OSJ: 1 Marina Park Drive, 16th Floor Boston MA 02210. 617-585-4500.
CRN202908-11863492
Derek Fairchild is a Financial Advisor and CEPA® (Certified Exit Planning Advisor) serving families, business owners, and businesses in several states.
He helps business owners work towards their personal and financial goals during and after the sale of the business. His team also has a wide range of company retirement plans, executive bonus plans, and financial wellness seminars to attract and retain top talent, support the company’s human capital objectives, and help owners work toward their long-term financial goals.
For individuals and families, his focus includes investment management, retirement planning, and insurance (life, disability, and long-term care).
He grew up in Connecticut. Derek received his bachelor’s degree from Boston University with a double major in History and International Relations. Derek began his career in international business but wanted to stop the travel life after 13 years when his first child arrived. He later chose to pursue a change in career and decided to be in business for himself as a Financial Advisor.
Derek holds FINRA Series 6, Series 7, and Series 63 and 65 securities licenses and CEPA®, designation. Derek lives in Greenbackville Virginia with his wife Kathleen. Derek enjoys boating, strategy games like chess, history, traveling, and spending time with family and friends.
3401 Blackbeard Road | Greenbackville, VA 23356
Call: 978.944.2200 | Text: 978.707.6822 | Dfairchild@baystatefinancial.com
Derek Fairchild is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC www.SIPC.org. OSJ: 1 Marina Park Drive, 16th Floor Boston MA 02210. 617-585-4500.
CRN202908-11863492
- Advisor Type: Financial Advisor
- Website:
https://baystatefinancial.com - Phone: 9789442200
- City: Greenbackville
- State: Virginia
- Postal Code: 23356
- Country: United States
- Designations:
- Markets Served: Small to medium sized businesses
- Company Name: Baystate Financial
DEREK FAIRCHILD

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series

2025 Webinar Series
.png)
2026 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Confidential Estate Planning Form

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Sample Personal Contingency Plan

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)


