About FAIRHAVEN FINANCIAL ADVISORY CORPORATION
FAIRHAVEN FINANCIAL ADVISORY CORPORATION is a highly reputable financial firm that provides expert guidance and advice to clients seeking to achieve their financial goals. With a team of experienced advisors and a strong commitment to client satisfaction, FAIRHAVEN has been helping individuals and businesses make sound financial decisions for over 20 years.
How the Advisor Helps Clients – Key Takeaways:
- FAIRHAVEN FINANCIAL ADVISORY CORPORATION offers a wide range of financial services to help clients meet their specific financial needs and goals.
- The firm prides itself on providing personalized and tailored solutions to each client, taking into consideration their unique financial situation and future aspirations.
- The advisors at FAIRHAVEN are highly knowledgeable and experienced, staying up-to-date on industry trends and market changes to provide their clients with the best possible recommendations.
- Through careful analysis and strategic planning, FAIRHAVEN helps clients create and maintain a strong financial portfolio to secure their financial future.
Facts and Insights
Here are some key facts and insights about FAIRHAVEN FINANCIAL ADVISORY CORPORATION:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20 years |
These numbers speak to the firm’s success and longevity in the financial industry, reflecting their ability to consistently deliver strong results for their clients.
Financial Services Offered
FAIRHAVEN FINANCIAL ADVISORY CORPORATION offers a comprehensive range of financial services to help clients achieve their financial objectives. These include:
- Investment Management and Planning
- Wealth Management
- Estate Planning
- Retirement Planning
By offering a diverse range of services, FAIRHAVEN is able to cater to individuals and businesses with varying financial needs and objectives.
Client Types
The advisors at FAIRHAVEN FINANCIAL ADVISORY CORPORATION work with a diverse range of clients, including:
- Individuals and Families
- Small Business Owners
- Corporate Executives
- Pension Funds
- Foundations and Endowments
This indicates the firm’s ability to provide tailored services to a wide range of clients, from individuals to organizations.
Fees & Compensation
FAIRHAVEN FINANCIAL ADVISORY CORPORATION operates on a fee-based compensation model, meaning that they are paid a set fee for their services rather than earning commissions on product sales. This aligns their interests with their clients, ensuring that their recommendations are solely in the best interest of the client.
Background
FAIRHAVEN FINANCIAL ADVISORY CORPORATION was founded in 2000 and has since grown into a leading financial advisor firm with a strong and loyal client base. The firm’s success and reputation can be attributed to their commitment to providing knowledgeable and personalized financial guidance to their clients.
Financial Advisor Disclosures to Know
When working with FAIRHAVEN FINANCIAL ADVISORY CORPORATION, clients can rest assured that they are receiving honest and transparent advice. The firm adheres to all necessary regulations and disclosures, including:
- Registered Investment Advisor
- SEC-registered firm
- Compliance with fiduciary duty and providing full disclosure of all fees and potential conflicts of interest.