Eves & Haines Wealth Management
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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
Expertise
Fee options
Financial planning fees: $1,499 for accounts $0 - $249,999; $625 for accounts $250,000 - $999,999; Free for accounts $1 Million and above.
$0 - $999,999: 0.65% $1,000,000+: 0.50%
Commissions received from life insurance and fixed/indexed annuities only, not from securities.
$120/hour
Account minimum: $50,000
Main office
4627 W. 20th St Rd, Suite B
Greeley CO 80634
Advisors at this office
2
Most active in
Colorado
Also doing business as
Eves&Haines Wealth Management · Eves&Haines Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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.
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.
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