Fairhaven Wealth Management

The firm functions as an independent advisor unrestricted by a corporate approved-product list. Wealth advisors build portfolios and planning strategies tailored to each client's tax situation, retirement timeline, and existing professional relationships. The published service set includes asset allocation, tax-smart portfolio construction, and coordination with outside tax and legal counsel. (per firm website)

Fairhaven serves both. For business owners, the team advises on entity-level retirement plans — including 401(k) benchmarking and cash-balance plan design — alongside personal wealth management. The firm's Smart Strategy Guides address owner-operator scenarios such as long-term exit planning and mid-career growth. (per firm website)

The firm names four wealth advisors — Marc Horner (founder), Jennifer Taylor, Kurt Anderson, and Phil Smolinski — supported by specialists for retirement plans and executive compensation. Day-to-day portfolio management and planning decisions rest with this advisor group, though the firm has not disclosed a formal investment committee. (per firm website)

Fairhaven practices from a single office in Wheaton, Illinois, and its client-education materials target households and businesses in the western Chicago suburbs. The firm has not announced plans for additional locations. (per firm website)

The firm's website makes no mention of a family-office trust company, philanthropic foundation, or private investment vehicle. Its legal structure is the registered investment advisory entity Fairhaven Wealth Management, LLC. Client-facing materials focus on integrated financial planning rather than multi-entity wealth structuring. (per firm website)