Eves&Haines Wealth Management

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Client assets under management

$4,862,154

Clients

25% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$243,108

About

Eves&Haines provides integrated financial planning and ongoing investment advisory services to individuals, personal trusts and estates, and select foundations and endowments. The firm implements client strategies through custodial accounts and delivers continuous portfolio supervision, including development of an Investment Policy Statement and regular monitoring and rebalancing.

The firm’s investment approach emphasizes strategic asset allocation grounded in academic research and macroeconomic analysis, combining ETFs and value equities with short- and intermediate-term fixed income. It maintains two specialty offerings—tax-advantaged municipal and high-yield corporate bond portfolios and ETF-based portfolios that use technical analysis and portfolio optimization—and actively manages accounts against client objectives and market conditions.

A noteworthy feature is the firm’s affiliation with a sister company that distributes life insurance and fixed/indexed annuities; the firm discloses it receives commissions for those products and devotes a portion of its resources to the insurance business while stating policies to disclose and mitigate related conflicts. Operating with a small, two-advisor team, the firm also emphasizes low-cost execution through a low‑transaction‑cost custodian and occasional use of soft‑dollar research, distinguishing its operational model from many peers.

Client services

Financial planning Portfolio management

Expertise

Long-term care insurance Annuities Passive / index investing Active portfolio management Wealth management

Fee options

Fixed

Financial planning fees: $1,499 for accounts $0 - $249,999; $625 for accounts $250,000 - $999,999; Free for accounts $1 Million and above.

Percentage

$0 - $999,999: 0.65% $1,000,000+: 0.50%

Commissions

Commissions received from life insurance and fixed/indexed annuities only, not from securities.

Project-based

$120/hour

Other

Account minimum: $50,000

Main office location

Eves&Haines Wealth Management

4627 W. 20 Th St Rd, Suite B

Greeley CO 80634, United States

Number of offices

Most active in

Colorado

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 9706160727

Advisors at this firm

Glenda H

Series 65

Greeley, CO

Eves&Haines Wealth Management

Glenda Haines is a financial advisor at Eves & Haines Wealth Management in Greeley, CO, with 11 years of industry experience. She holds a Series 65 credential and has been with Eves & Haines since 2014. In addition to her advisory role, she is a licensed insurance agent and co-owner of a related company that sells life insurance, fixed and indexed annuities, and long-term care products. Eves & Haines Wealth Management provides integrated financial planning and investment advisory services to individuals, personal trusts and estates, and select foundations and endowments. The firm employs a strategic asset allocation approach based on academic research and macroeconomic analysis, combining ETFs, value equities, and fixed income, while offering specialty municipal and high-yield bond portfolios and ETF-based strategies using technical analysis.

Long-term care insurance Annuities Passive / index investing Active portfolio management Wealth management

Jesse E

Series 65

Greeley, CO

Eves&Haines Wealth Management

Jesse Eves is a Series 65-licensed financial advisor with 12 years of industry experience. He has been with Eves&Haines Wealth Management since 2014 and is a 50% owner of a sister company that brokers life insurance and fixed/indexed annuities. Eves&Haines Wealth Management provides integrated financial planning and investment advisory services to individuals, personal trusts and estates, and select foundations and endowments. The firm emphasizes strategic asset allocation using ETFs, value equities, and fixed income, alongside specialty municipal and high-yield bond portfolios and ETF strategies based on technical analysis.

Long-term care insurance Annuities Passive / index investing Active portfolio management Wealth management

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