Fairhaven Financial Advisory Corporation

Joseph Brooks is a financial advisor with Fairhaven Financial Advisory Corporation in East Lansing, MI, holding the ChFC® and Series 63 designations and bringing 45 years of industry experience. He has worked at firms including Innovation Partners LLC and Royal Alliance Associates, INC., and has been with Fairhaven Financial Advisory Corporation since 1999. Brooks is also a licensed insurance agent for various life, health, disability, and fixed interest annuity products. Fairhaven Financial Advisory Corporation serves individual investors, including high-net-worth clients and sponsors of qualified retirement plans, focusing on retirees and those nearing retirement. The firm offers portfolio management, retirement distribution planning, financial consulting, and employer-sponsored plan advisory services using an asset-allocation approach with strategies ranging from conservative to aggressive.

Rachel Anderson is an investment advisor representative and chief compliance officer at Fairhaven Financial Advisory Corporation with 17 years of industry experience. She has held roles at Innovation Partners LLC and Mercap Securities, LLC, among others. Anderson is based in East Lansing, MI, and holds Series 63 and Series 66 licenses. Fairhaven Financial Advisory Corporation serves individual investors, including high-net-worth clients, and sponsors of qualified retirement plans, focusing on retirees and those nearing retirement. The firm offers portfolio management, retirement distribution planning, financial consulting, and employer-sponsored plan advisory services, using an asset-allocation framework with strategies ranging from conservative to aggressive.

Joshua Roberds is a financial advisor at Fairhaven Financial Advisory Corporation with seven years of industry experience. He holds a Series 65 designation and has worked at Fairhaven since 2017. Prior to that, he was employed at Extend Your Reach and Munters Corporation. Fairhaven Financial Advisory Corporation serves individual investors, including high-net-worth clients, and sponsors of qualified retirement plans, focusing on retirees and those nearing retirement. The firm offers portfolio management, retirement planning, and employer-sponsored plan advisory services using an asset-allocation framework and integrates investment decisions with tax, Social Security, and estate planning considerations.

Jonathan Brooks is a financial advisor with Fairhaven Financial Advisory Corporation in East Lansing, MI. He holds a Series 65 designation and has eight years of industry experience, all with Fairhaven. Brooks is also a licensed insurance agent for various life, health, disability, and fixed interest annuity products. Fairhaven Financial Advisory Corporation serves individual investors, including high-net-worth clients and sponsors of qualified retirement plans, focusing on retirees and those nearing retirement. The firm employs an asset-allocation framework offering a range of strategies and emphasizes retirement distribution planning integrated with tax, Social Security, and estate considerations.