Pure Financial Advisors, a San Diego-based financial education, planning and investment advice company, announced it has acquired Fairhaven Wealth Management, located in the Chicago suburb of Wheaton, Ill. Fairhaven is a financial planning and investment management firm with nearly $900 million in client assets.
The deal marks Pure’s second acquisition of 2025 and its sixth overall. The deal also enhances Pure’s capabilities in several strategic areas, particularly in retirement consulting. Pure is backed by funds managed by Lee Equity Partners and Emigrant Partners, the latter of which played a vital role in connecting the two organizations.
Hue Partners, alongside the law firm Brightstar Law Group, represented Fairhaven in the transaction. The law firm of Katz Teller represented Pure in the transaction.
