A complete list of active advisors currently associated with Haven Private

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

Haven Private is a fee-based registered investment adviser that serves individual and high‑net‑worth clients with private wealth management, discretionary portfolio management, portfolio monitoring through third‑party independent managers, and general consulting. The firm emphasizes ongoing account oversight and reporting and makes wealth‑planning guidance available as a complementary, limited‑scope service rather than as a standalone financial planning offering. Its investment process is built around a written Investment Policy Statement and diversified asset‑allocation models (including core‑satellite, strategic and tactical approaches) and draws on fundamental, quantitative, technical, cyclical and behavioral analysis. Haven Private manages discretionary accounts across traditional public markets (stocks, bonds, mutual funds, ETFs, REITs) and may allocate to alternative investments—private placements, digital assets and other non‑standard instruments—and can engage independent sub‑advisors whose strategies it monitors. What is noteworthy relative to peers is that Haven Private serves as sub‑advisor to a private pooled vehicle (GL‑Regal Pine I, LP), a capability that is uncommon for firms of its team size and AUM and is disclosed as an affiliated activity in the brochure. The firm also discloses related business affiliations (insurance agencies and other entities) and the limited, complementary nature of its financial‑planning offering, factors that clients may consider when evaluating potential conflicts of interest and service scope.

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