Fairhaven Wealth Management

No jargon. No sales quotas. Just a great team helping others hit their financial goals.

General Information
Company Name
Fairhaven Wealth Management
Founded Year
2015
Location (Offices)
Wheaton, United States +1
Founders / Decision Makers
Number of Employees
19
Industries
Financial Services, Insurance, Wealth Management
Funding Stage
-
Social Media

Fairhaven Wealth Management - Company Profile

Fairhaven Wealth Management is an independent financial planning and investment management firm with a commitment to demystifying finance. Their slogan, "No jargon. No sales quotas. Just a great team helping others hit their financial goals," emphasizes their client-centric approach. Founded in 2015 and headquartered in the United States, the company is known for its innovative financial literacy platform, The Million Dollar Cup of Coffee. This initiative reflects their dedication to providing accessible and practical financial advice. Fairhaven Wealth Management prides itself on a culture of service and professionalism, delivered by a team of experienced advisors. As an independent registered investment advisor, the firm is dedicated to ensuring the financial well-being of its clients. While there is no available information about their last investment or the involved investors, the company is open to expanding its team of advisors. Those interested can find more information at https://www.fairhavenwealth.com/recruiting.

Taxonomy: Financial Planning, Investment Management, Financial Literacy, Retirement Planning, Estate Planning, Roth IRA, 401k, Asset Allocation, Stocks & Bonds, Mutual Funds, ETF, College Savings, Fiduciary, Million Dollar Cup of Coffee

Funding Rounds & Investors of Fairhaven Wealth Management (0)

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There is no investment information

Latest News of Fairhaven Wealth Management

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No recent news or press coverage available for Fairhaven Wealth Management.

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