Fairhaven Wealth Management
Fairhaven Wealth Management, LLC has been acquired by Pure Financial Advisors, LLC. Fairhaven Wealth Management is an independent financial planning and investment management firm. Creator of the financial literacy platform The Million Dollar Cup of Coffee, our culture is founded on service & advice delivered by a team of professionals who take their responsibility seriously while not taking ourselves too seriously. Fairhaven Wealth Management, LLC is an independent registered investment advisor. Interested in joining our team of like-minded advisors? Learn more at
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Verified contacts
7
available on Kipplo
LinkedIn employees
8
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
3
tools in use
Monthly traffic
112
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- DF
David Fluett
Investment Adviser · Finance & Accounting
EmailPhone - LI
Lori Iwaniszyn
Client Care Specialist · Customer/Client Service
EmailPhone - PS
Phillip Smolinski
Financial Advisor · Finance & Accounting
EmailPhone
Showing 3 of 7 verified contacts
Top roles at Fairhaven Wealth Management
6 distinct titles indexed · top 6 shown.
- 1client care specialist
- 1client service specialist
- 1financial advisor
- 1intern
- 1investment adviser
- 1summer intern
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