A complete list of active advisors currently associated with Fairhaven Financial Advisory Corporation

Warmer can help you find a great advisor at Fairhaven Financial Advisory Corporation or one who fits your needs even better.

Fairhaven Financial serves primarily individual investors—with a focus on retirees and those nearing retirement—as well as qualified retirement plans and other account types. The firm offers investment advisory and financial planning services centered on IRAs, retirement distribution planning, estate/trust-related guidance, and employer-sponsored plan consulting. The firm follows an asset-allocation based approach with model strategies ranging from conservative to aggressive and provides both discretionary and non-discretionary portfolio management with quarterly or semiannual reviews. Fairhaven emphasizes a systematic financial review process that integrates compiled investment data with tax, Social Security and estate considerations to inform rollovers, distributions and broader retirement decisions. Distinctive features include regular educational seminars and classes on retirement topics and operation as a licensed insurance agency; advisors hold life, health and annuity licenses and insurance sales can result in commissions in addition to advisory fees. As a small team managing about $378 million for roughly 800 clients, the firm also completed an internal ownership transition in 2026, reflecting long-tenured staff and continuity in its retirement-focused services.

To learn more about the advisors currently working at Fairhaven Financial Advisory Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.