A complete list of active advisors currently associated with Haven Financial Partners LLC
Warmer can help you find a great advisor at Haven Financial Partners LLC or one who fits your needs even better.
Haven Financial Partners provides comprehensive financial planning and investment management services to individuals and high‑net‑worth households. Investment management is available only to clients who engage in the firm’s ongoing planning relationships, and the firm operates on a fee‑only basis without accepting commissions for product sales. The firm’s approach emphasizes proactive, high‑touch coordination across planning areas, with scheduled strategic meetings, year‑round plan updates, tax coordination with clients’ CPAs, estate and beneficiary reviews, and quarterly portfolio oversight. For implementation Haven favors diversified asset allocation across equities, fixed income, mutual funds and ETFs, and may recommend or retain outside managers while continuing ongoing monitoring and suitability assessments. Haven is a recently established, small practice managing a modest amount of client assets for a limited roster, a structure the brochure describes as intentional to enable deeper coordination and implementation. Distinctively, the firm does not maintain a book of non‑high‑net‑worth retail clients and has announced plans to offer in‑house investment management while using Schwab as its preferred custodian.
To learn more about the advisors currently working at Haven Financial Partners LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Virginia Beach, VA
| 11
|
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