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The Advisor Lab

Sep 28, 2020

In this episode, we sat down with Ashby Daniels, a Financial Advisor at Shorebridge Wealth Management, and also the author of Medicare Simplified: What Retirees Need to Know About Medicare in 100 Pages or Less. We wanted to sit down with Ashby because he just finished his first book and the idea of producing a book for...


Sep 14, 2020

In this episode, we sat down with Marc Horner, Founder at Fairhaven Wealth Management, an RIA based in Chicago that’s approaching $850 million in AUM. We connected with Marc when we saw his content online – it was different, hilarious, and was making the rounds on LinkedIn. Fairhaven has vowed to take a...