A complete list of active advisors currently associated with Haven Financial Advisors

Warmer can help you find a great advisor at Haven Financial Advisors or one who fits your needs even better.

Haven Financial Advisors provides fee-only financial planning and investment management to individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm offers comprehensive financial plans, ongoing asset management, hourly limited-scope engagements, and implementation advice covering cash flow, tax, retirement, education and estate matters. The firm’s investment approach emphasizes strategic asset allocation with indexed and evidence-based funds as the core holdings, supplemented by actively managed funds in less-traded markets and global diversification; assets are invested primarily in no-load mutual funds and exchange-traded funds held at discount custodians. Haven manages roughly $80–85 million on a discretionary basis for about 48 clients, provides written quarterly performance and allocation reports, and will prepare investment policy statements when requested. Distinctive features for a firm of this size include explicit work with pension and profit-sharing plans and pension consulting for institutional clients, the principal’s professional credentials (CFA, CFP) and periodic work as an expert witness, and a relatively high account minimum with discretionary waiver flexibility. The brochure also discloses recent material changes — an increase in the minimum account value and higher hourly rates — and reiterates that the firm operates on a fee-only basis without accepting commissions.

To learn more about the advisors currently working at Haven Financial Advisors, 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.