Certified Financial Planner®
BIOGRAPHY
Marc Horner serves as a Principal at Pure Financial Advisors, LLC (Pure). For the 10 years prior to joining Pure, Marc founded and led Fairhaven Wealth Management. Over those 10 years, Fairhaven was recognized for its growth, culture, creativity, and community involvement. Among the many accolades received by Fairhaven, Marc is most proud of being named one of the nation’s best employers as an Inc. Magazine Best Workplaces honoree…not once but three consecutive years (2022, 2023, and 2024). Prior to Fairhaven, Marc was a financial advisor with big Wall Street firms (the “wirehouses”) for a total of 14 years. In 2023, Marc was named an “RIA Intel Rising Star” by Institutional Investor (received in his 23rd year in the business, that recognition proves some stars take longer to rise than others).
His education includes an undergraduate degree in economics from North Park University, a certificate in investment management from the University of Pennsylvania—Wharton School of Business, and a certificate in wealth management from the University of Chicago—Booth School of Business. Marc also holds the CERTIFIED FINANCIAL PLANNER® certification. He has been a trusted media resource on radio, television, and podcasts.
A collegiate All-American in basketball, Marc now enjoys golfing, cooking, boating, and wearing a kilt as a bagpiper with The Shannon Rovers Irish Pipe Band in Chicago. Marc and his wife, Christine, live in Wheaton, Illinois, and have four children.
Marc's Latest Contributions
Healthcare can be confusing, and Medicare can feel even more overwhelming. If you’re nearing retirement, do you know how to bridge the coverage gap as you move from employee to retiree? Pure’s Principal, Marc Horner, CFP®, reviews four key options to help you make a smooth transition. He discusses: COBRA Spouse’s plan ACA Marketplace Private plans […]
You’ve heard Joe and Big Al talk about the benefits of tax diversification in retirement. That is, having money in tax-deferred, tax-free, and taxable accounts. But what should you do if this tax triangle of yours is lopsided? Joe and our special guest co-host, Marc Horner, CFP®, spitball on this quandary for Rae and Roy in Central California. Plus, do Rae or Roy need to get a part-time job? Also, Elwood Blues in Illinois would like to retire in two years, but is willing to go for 3 more to make his retirement plan work. Joe and Marc spitball on when Elwood can really put down that harmonica.
Is it possible, common even, to spend a lot early in retirement to celebrate your financial freedom? How do Roth conversions and withdrawals work if you do plan to call it quits around age 57, and spend big early on? Should you convert retirement funds to tax-free Roth after you stop working? Joe Anderson CFP® and our special guest co-host, Marc Horner, CFP® spitball on these topics for “Beavis and Daria” in Texas and “Clark Kent” in Pennsylvania, today on Your Money, Your Wealth® podcast number 543. Plus, the sooner 56-year-old “Tony Soprano” in New Jersey can retire, the better. What tips do Joe and Marc have for him? By the way, Marc is one of the newest principals here at Pure Financial Advisors. He’s the founder of Fairhaven Wealth Management, which has just become the newest Pure Financial Advisors Chicagoland office in Wheaton, Illinois – so help us welcome him for his YMYW debut.
