A complete list of active advisors currently associated with BrightHaven Financial Advisors, LLC
Warmer can help you find a great advisor at BrightHaven Financial Advisors, LLC or one who fits your needs even better.
BrightHaven provides investment advisory services to individuals, families, trusts, estates, small businesses, and retirement plans, delivering discretionary portfolio management, written financial planning, and consolidated reporting for client-held assets. The firm’s advice covers mutual funds, stocks, bonds, ETFs and, for qualified investors, potential alternative investments. The firm typically begins client relationships with a written financial plan and then implements portfolios tailored to each client’s objectives and risk profile, with most accounts managed on a discretionary basis and periodic reviews at least annually. Advisors employ fundamental, technical and cyclical analysis, set asset-allocation and rebalancing guidelines, and can include excluded-asset reporting when clients request consolidated investment reporting. BrightHaven’s brochure discloses affiliations that are uncommon among similar team firms: several advisors are licensed insurance agents through an affiliated independent insurance agency, and the firm is affiliated with a private law practice; those relationships are identified as potential conflicts and clients are not required to use related services. The firm also describes its custodial and research arrangements with its recommended custodian—including receipt and quarterly review of 12b‑1 and soft-dollar benefits and the practice of rebating certain fees—which may influence execution and research resources compared with peers.
To learn more about the advisors currently working at BrightHaven Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Birmingham, AL
| 4
| |
Huntsville, AL
| 14
| |
Huntsville, AL
| 8
| |
Huntsville, AL
| 14
|
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