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Fairhaven Wealth Management

Full company profile

uuid000d328

Namestring
Fairhaven Wealth Management
Legal namestring
Fairhaven Wealth Management, LLC
Websiteurl
fairhavenwealth.com
Company typeenum
Private
Founded yearint
2015
Operating statusenum
Acquired
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersWheaton, United States
HQ citystring
Wheaton
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
wealth management services, retirement planning advisory, investment advisory services, financial planning consulting, corporate benefits consulting
Industry4 codes
1Financial Planning–Led RIAs
CodeFSAAACABPrimaryYes
2Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b))
CodeFSAAACAFPrimaryNo
3Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes)
CodeFSAAACALPrimaryNo
4Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers)
CodeFSAAACAEPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Wealth Management
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Wealth Management & Financial Planning Services
TypeSubscription Recurring
Description

Fee-based wealth management and financial planning services for individuals and families. Services include retirement readiness assessment, portfolio management, tax-smart investment strategies, and coordination with tax/legal advisors. As an independent firm not restricted by corporate approved lists, they offer comprehensive advisory relationships.

fairhavenwealth.com
Marketing channels7 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Pricing details1 tier
1Personalized wealth management and financial planning
ModelOtherBilling cadenceAnnual
Notes

Fee-based advisory services; specific pricing not publicly disclosed on website

fairhavenwealth.com
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Fairhaven Wealth Management is an independent SEC-registered investment advisor (RIA) delivering fee-based financial planning, retirement readiness assessment, portfolio management, and tax-smart investment strategies for individuals, families, and corporate clients. The firm also provides corporate benefits consulting covering 401k benchmarking, Cash Balance plan analysis, and employee education programs, operating without the constraints of a corporate approved product list.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Fairhaven Wealth Management offers a unified wealth management and financial planning service focused on independent, unbiased advisory for retirement readiness and comprehensive financial planning. The core offering centers on personalized financial planning and corporate benefits consulting, supported by proprietary educational content including the Million Dollar Cup of Coffee platform and The Fairhaven Journal newsletter. The firm provides free downloadable e-guides (Market Downturns, Pre-Retirement Strategies, Divorce Doublecheck) and Smart Strategy Guides as client acquisition tools, while The Local podcast extends their educational reach. All services are delivered through a team-based approach with certified advisors, emphasizing tax-smart strategies and disciplined investment management.

Product and service2 records
1Financial Planning
CategoryFinancial Planning
Description

Comprehensive wealth management and financial planning services including retirement readiness assessment, portfolio risk evaluation, tax-optimization strategies, and coordinated advisory relationships for individuals and families.

2Corporate Benefits Consulting
CategoryCorporate Benefits
Description

Advisory services for corporate retirement plans including 401k benchmarking, Cash Balance plan analysis, employee education programs, and corporate benefits optimization for companies.

Scale indicator3 records

Each record includes

Type, Value, Description, Source

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
1Pure Financial Advisors
TypeDirect peer
Description

Pure Financial Advisors is the firm that acquired Fairhaven in April 2025. As an independent, fee-only RIA focused on retirement planning and tax-smart wealth management for individuals and small businesses, it is the most directly comparable peer and shares Fairhaven's planning-led, fiduciary-first model.

2Edelman Financial Engines
TypeBroad incumbent
Description

Edelman Financial Engines is a large national RIA offering financial planning, investment management, and 401k advisory to individuals and corporate plans. It serves similar client needs as Fairhaven but at substantially greater scale and with a more institutional delivery model.

3Plante Moran Financial Advisors
TypeRegional player
Description

Plante Moran Financial Advisors is the wealth management affiliate of Plante Moran, serving individuals, families, and business owners primarily across the Midwest. Its regional Midwest footprint, business-owner focus, and integrated tax-and-advisory model are comparable to Fairhaven's approach.

4Buckingham Strategic Wealth
TypeDirect peer
Description

Buckingham Strategic Wealth is a national, fee-only RIA offering comprehensive financial planning and investment management to individuals and families, now operating within the Focus Financial Partners platform. It mirrors Fairhaven's planning-led, open-architecture approach and similar affluent target market.

5Moneta Group
TypeDirect peer
Description

Moneta Group is a fee-only RIA serving high-net-worth and retirement-age clients with comprehensive financial planning, retirement income, and tax coordination. Its Midwestern footprint and similar AUM scale make it a close comparable to Fairhaven's operating model.

6Savant Wealth Management
TypeDirect peer
Description

Savant Wealth Management is an Illinois-based fee-only RIA serving individuals, families, and business owners with comprehensive financial planning and investment management. Its regional Midwest presence, planning-led approach, and similar client segments make it a strong comparable.

7Carson Group
TypeDirect peer
Description

Carson Group is an RIA platform that supports independent advisors with wealth management, financial planning, and coaching services. It competes for the same advisor-led, planning-centric client segments and is a comparable business-model peer.

8Focus Financial Partners
TypeBroad incumbent
Description

Focus Financial Partners is a partnership of independent RIAs and wealth management firms, including Fairhaven-comparable planning-led practices. It is a relevant peer because it both owns and competes with RIA firms operating Fairhaven's model.

9Wintrust Wealth Management
TypeRegional player
Description

Wintrust Wealth Management is the wealth management arm of Wintrust Financial, serving Chicago-area individuals, families, and business owners with planning, investment, and trust services. It competes with Fairhaven in the same regional Chicago market with a similar planning-led proposition.

10Fisher Investments
TypeBroad incumbent
Description

Fisher Investments is a large RIA primarily focused on portfolio management for high-net-worth individuals. It overlaps with Fairhaven on investment advisory services but operates at materially greater scale and with a more investment-management-centric (rather than planning-led) offering.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers4 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature2 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles7 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
Compliance1 record

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Fairhaven Wealth Management

Wealth Managementfairhavenwealth.com

Fairhaven Wealth Management firmographics

Firmographics
Name
Fairhaven Wealth Management
Legal name
Fairhaven Wealth Management, LLC
Website
https://fairhavenwealth.com
Company type
Private
Founded year
2015
Operating status
Acquired
Headcount range
11–50 employees
Ownership category
akta.pro rank

Fairhaven Wealth Management industry classification

Industry
Product category
Wealth Management
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro primary industry
Financial Planning–Led RIAs (FSAAACAB)
akta.pro secondary industries
Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

  • Wealth management services
  • Retirement planning advisory
  • Investment advisory services
  • Financial planning consulting
  • Corporate benefits consulting

Where Fairhaven Wealth Management is headquartered

Location

Headquarters

HQ city
Wheaton
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Fairhaven Wealth Management business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Wealth Management & Financial Planning Services: Fee-based wealth management and financial planning services for individuals and families. Services include retirement readiness assessment, portfolio management, tax-smart investment strategies, and coordination with tax/legal advisors. As an independent firm not restricted by corporate approved lists, they offer comprehensive advisory relationships.

Pricing tiers

ModelBillingPrice
OtherAnnualPersonalized wealth management and financial planning

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Fairhaven Wealth Management product offering

Product offering

Core offering

Fairhaven Wealth Management is an independent SEC-registered investment advisor (RIA) delivering fee-based financial planning, retirement readiness assessment, portfolio management, and tax-smart investment strategies for individuals, families, and corporate clients. The firm also provides corporate benefits consulting covering 401k benchmarking, Cash Balance plan analysis, and employee education programs, operating without the constraints of a corporate approved product list.

Product overview

Fairhaven Wealth Management offers a unified wealth management and financial planning service focused on independent, unbiased advisory for retirement readiness and comprehensive financial planning. The core offering centers on personalized financial planning and corporate benefits consulting, supported by proprietary educational content including the Million Dollar Cup of Coffee platform and The Fairhaven Journal newsletter. The firm provides free downloadable e-guides (Market Downturns, Pre-Retirement Strategies, Divorce Doublecheck) and Smart Strategy Guides as client acquisition tools, while The Local podcast extends their educational reach. All services are delivered through a team-based approach with certified advisors, emphasizing tax-smart strategies and disciplined investment management.

Differentiator

Problem solved

Functional benefit

Products and services

  • Financial Planning Comprehensive wealth management and financial planning services including retirement readiness assessment, portfolio risk evaluation, tax-optimization strategies, and coordinated advisory relationships for individuals and families.
  • Corporate Benefits Consulting Advisory services for corporate retirement plans including 401k benchmarking, Cash Balance plan analysis, employee education programs, and corporate benefits optimization for companies.

Companies that use Fairhaven Wealth Management

Customer profile

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Fairhaven Wealth Management technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature2 records

Fairhaven Wealth Management partnerships and signals

Strategic signal

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Fairhaven Wealth Management competitors and assessment

Company assessment

Direct peers

  • Pure Financial Advisors: Pure Financial Advisors is the firm that acquired Fairhaven in April 2025. As an independent, fee-only RIA focused on retirement planning and tax-smart wealth management for individuals and small businesses, it is the most directly comparable peer and shares Fairhaven's planning-led, fiduciary-first model.
  • Buckingham Strategic Wealth: Buckingham Strategic Wealth is a national, fee-only RIA offering comprehensive financial planning and investment management to individuals and families, now operating within the Focus Financial Partners platform. It mirrors Fairhaven's planning-led, open-architecture approach and similar affluent target market.
  • Moneta Group: Moneta Group is a fee-only RIA serving high-net-worth and retirement-age clients with comprehensive financial planning, retirement income, and tax coordination. Its Midwestern footprint and similar AUM scale make it a close comparable to Fairhaven's operating model.
  • Savant Wealth Management: Savant Wealth Management is an Illinois-based fee-only RIA serving individuals, families, and business owners with comprehensive financial planning and investment management. Its regional Midwest presence, planning-led approach, and similar client segments make it a strong comparable.
  • Carson Group: Carson Group is an RIA platform that supports independent advisors with wealth management, financial planning, and coaching services. It competes for the same advisor-led, planning-centric client segments and is a comparable business-model peer.

Broad incumbents

  • Edelman Financial Engines: Edelman Financial Engines is a large national RIA offering financial planning, investment management, and 401k advisory to individuals and corporate plans. It serves similar client needs as Fairhaven but at substantially greater scale and with a more institutional delivery model.
  • Focus Financial Partners: Focus Financial Partners is a partnership of independent RIAs and wealth management firms, including Fairhaven-comparable planning-led practices. It is a relevant peer because it both owns and competes with RIA firms operating Fairhaven's model.
  • Fisher Investments: Fisher Investments is a large RIA primarily focused on portfolio management for high-net-worth individuals. It overlaps with Fairhaven on investment advisory services but operates at materially greater scale and with a more investment-management-centric (rather than planning-led) offering.

Regional players

  • Plante Moran Financial Advisors: Plante Moran Financial Advisors is the wealth management affiliate of Plante Moran, serving individuals, families, and business owners primarily across the Midwest. Its regional Midwest footprint, business-owner focus, and integrated tax-and-advisory model are comparable to Fairhaven's approach.
  • Wintrust Wealth Management: Wintrust Wealth Management is the wealth management arm of Wintrust Financial, serving Chicago-area individuals, families, and business owners with planning, investment, and trust services. It competes with Fairhaven in the same regional Chicago market with a similar planning-led proposition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

Fairhaven Wealth Management social profiles

Digital presence

Fairhaven Wealth Management compliance and trust

Trust signal

Compliance1 record

Fairhaven Wealth Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Fairhaven Wealth Management leadership team

Management profile

Number of profiles

Profiles7 records

Fairhaven Wealth Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Fairhaven Wealth Management M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fairhaven Wealth Management

What does Fairhaven Wealth Management do?

Fairhaven Wealth Management is an independent SEC-registered investment advisor (RIA) delivering fee-based financial planning, retirement readiness assessment, portfolio management, and tax-smart investment strategies for individuals, families, and corporate clients. The firm also provides corporate benefits consulting covering 401k benchmarking, Cash Balance plan analysis, and employee education programs, operating without the constraints of a corporate approved product list.

Is Fairhaven Wealth Management a public or private company?

Fairhaven Wealth Management is a private company. It is classified as corporate owned and is currently acquired.

When was Fairhaven Wealth Management founded?

Fairhaven Wealth Management was founded in 2015. It employs 11 to 50 people.

Where is Fairhaven Wealth Management based?

Fairhaven Wealth Management is headquartered in Wheaton, United States, in the North America region.

How does Fairhaven Wealth Management make money?

One revenue line is on record: wealth Management & Financial Planning Services.

Who are Fairhaven Wealth Management's main competitors?

Direct peers on record are Pure Financial Advisors, Buckingham Strategic Wealth, Moneta Group, Savant Wealth Management and Carson Group. Broad incumbents are Edelman Financial Engines, Focus Financial Partners and Fisher Investments. Regional players are Plante Moran Financial Advisors and Wintrust Wealth Management.

Does Fairhaven Wealth Management have an API?

No public API is recorded for Fairhaven Wealth Management.

What industry is Fairhaven Wealth Management in?

Fairhaven Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAF, Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)). Its NAICS code is 523940 and its SIC code is 6282.

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Live signals
PR NewswirePure Financial Advisors, LLC Deepens Midwest Presence with Acquisition of Fairhaven Wealth Management, LLCPure Financial Advisors acquired Fairhaven Wealth Management, a Chicago-area firm with nearly $900 million in client assets. The deal marks Pure's second acquisition of 2025 and expands its Midwest presence, with Fairhaven's retirement consulting capabilities highlighted as a strategic area for growth.PR NewswireFairhaven Wealth Management Rolls Out Innovative Podcast Embracing The Power of LocalFairhaven Wealth Management, a financial planning and investment firm, partnered with the Wheaton Chamber of Commerce to launch a community podcast titled 'The Local: I Never Knew…' aimed at uncovering local stories and perspectives from Wheaton residents. The podcast is produced by Flint Rock and co-hosted by Marc Horner, the firm's founder and CEO, alongside Vickie Austin, president of the chamber. Fairhaven was recently named the inaugural recipient of the Wheaton Chamber of Commerce Innovation Award, following recognition from Inc. Magazine, The Daily Herald, and Crain's Chicago Business.PR NewswireFairhaven Wealth Management Gets Cool Office PropsFairhaven Wealth Management, an independent SEC-registered investment advisory firm based in Wheaton, Illinois, was featured in Crain's Chicago Business report on 'The Coolest Offices in Chicago 2022' for its office design, which includes a six-foot-wide hand-carved wooden logo made from California redwood. The carving was commissioned from artist Doug Rowell, known as 'Carver Doug,' who has previously created items for celebrities and television shows. The firm, which serves more than 450 clients across the country, highlighted that the unique office environment was designed to create a distinctive experience for clients, team members, and visitors.PR NewswireFairhaven Wealth Management Recognized By Inc. Magazine as a Best Workplaces 2022Fairhaven Wealth Management was named by Inc. Magazine as one of the top 475 Best Workplaces in the nation for 2022, becoming the only wealth management firm recognized in its home state of Illinois. The firm, founded approximately seven years ago, has 22 team members and serves more than 450 clients. Founder and CEO Marc Horner stated that the recognition validates the company's mission to create a better client and employee experience.PR NewswireFairhaven Wealth Management Launches Pro Bono Financial Planning DayFairhaven Wealth Management, a registered investment advisory firm based in Wheaton, Illinois, is hosting a pro bono financial planning day on June 16, 2022, offering free financial planning services to anyone who registers. The firm is making its team of financial planners and network of attorneys and tax professionals available at no charge to help people take their first steps toward financial planning. Fairhaven, which serves over 450 clients across the United States, cites LendingTree survey data showing that over 40% of Americans cried about money during the pandemic, as motivation for improving financial planning accessibility.PR NewswireFairhaven Wealth Management Named One of Best Places to Work in Illinois 2022Fairhaven Wealth Management, a Wheaton, Illinois-based registered investment advisory firm, has been recognized as one of the Best Places to Work in Illinois in 2022 by The Daily Herald Business Ledger survey and awards program. The firm was also named one of Inc. Magazine's top 475 employers in the country, becoming the only Illinois-based financial planning firm to receive this national recognition. Fairhaven currently employs 22 Illinois residents and serves more than 450 clients across the country.PR NewswireTradePMR Streamlines Digital Account Transfers for RIAs, Clearing the Path to TransitionTradePMR announced the launch of an enhanced digital account transfer tool for registered investment advisors, enabling advisors to transfer and open hundreds of accounts to the Fusion platform in minutes. The tool addresses operational challenges reported by 77 percent of advisors who have undergone custodial transitions, according to research from Cerulli Associates. Fairhaven Wealth Management, a Chicago-based RIA, recently used the tool to transition nearly all of its private client assets to TradePMR's Fusion platform in less than six weeks.