Birmingham, AL Office

BrightHaven serves individuals, families, trusts, estates, profit‑sharing plans, and small businesses with discretionary portfolio management, financial planning, and retirement‑plan consulting. The firm provides standalone financial planning as well as integrated planning for portfolio management clients, and offers both non‑discretionary and discretionary retirement plan services.

The firm pursues a nimble, high‑conviction equity approach, managing concentrated portfolios of roughly 20–40 companies identified through fundamental research supplemented by technical analysis, and tailors allocations and rebalancing to each client’s objectives and risk tolerance. Most accounts are managed on a discretionary basis with written investment policy statements and custody through major custodians such as Schwab or Fidelity.

BrightHaven discloses owner‑level affiliations that are uncommon among peers: some adviser representatives are also insurance agents with an affiliated independent insurance agency, and the owner maintains a private law practice; these relationships and the potential conflicts they create are disclosed and clients are not required to use those services. The firm is transitioning to SEC registration and frequently uses third‑party model managers for many of its 3(38) retirement plan engagements, blending in‑house management with outsourced model allocations.