# Fairhaven Wealth Management

Fairhaven Wealth Management is a Bank / Wealth / Trust based in Wheaton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Wheaton, United States
- **Region:** North America
- **Address:** Wheaton, IL, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** www.fairhavenwealth.com
- **LinkedIn:** https://www.linkedin.com/company/fairhaven-wealth-management

## Regulatory record

- **Reports private funds:** No

## About

Fairhaven Wealth Management, LLC is an independent, privately owned investment and wealth management firm serving select families in and around Wheaton, Illinois. Our team consists of certified wealth managers who are committed to helping you achieve your personal and financial goals.

## People

- Marc Horner — Wealth Advisor & Founder

## Questions

### How does Fairhaven Wealth Management structure its investment advice?

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)

### Does Fairhaven serve business owners or only individual households?

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)

### Who makes investment decisions at Fairhaven?

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)

### What geographic market does Fairhaven serve?

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)

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Last updated: 2026-06-03T20:00:00.000Z

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