A complete list of active advisors currently associated with Eves&Haines Wealth Management

Warmer can help you find a great advisor at Eves&Haines Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Eves&Haines Wealth Management, 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.