On April 15, 2025, Pure Financial Advisors announced that it acquired Fairhaven Wealth Management.
Pure Financial Advisors, LLC (“Pure Financial”) announced, on April 15, 2025, that it acquired Fairhaven Wealth Management, LLC (“Fairhaven”). Under the terms of the transaction, Fairhaven will adopt the Pure Financial name. Further terms of the deal were not disclosed.
Pure Financial, based in San Diego, is a fee-only registered investment advisor, providing retirement planning services and tax-optimized investment management services. As of March 2025, Pure Financial had approximately $8.02 billion in client assets.
Fairhaven, based in Wheaton, Illinois, is a registered investment advisor offering financial planning and investment management services. As of May 2025, Fairhaven had approximately $900 million client assets. Hue Partners represented Fairhaven in the transaction.
To read the press release: please click here.