A complete list of active advisors currently associated with Haven Wealth Planning

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

Haven Wealth Planning offers discretionary investment management and financial planning services primarily to individuals and high‑net‑worth clients, tailoring recommendations to each client’s financial condition, goals, liquidity needs, and risk tolerance. The firm documents objectives in written financial plans and investment policy statements and implements portfolios using diversified holdings, typically no‑load index mutual funds and ETFs. The firm’s investment approach is evidence‑based and passive, grounded in Modern Portfolio Theory and the Fama‑French three‑factor model, with an emphasis on strategic asset allocation, diversification, and periodic rebalancing. It uses a formal risk assessment process and portfolio‑construction tools to align asset class exposures with clients’ long‑term objectives while considering tax efficiency and account‑level interactions. Distinctive for its peer group, Haven regularly recommends or retains independent third‑party advisers to manage all or portions of client portfolios and retains discretionary authority to hire or terminate those managers after conducting due diligence. The firm, founded in 2022, reports modest assets under management (approximately $15,367 as of December 31, 2025) and participates in a custodial program that provides technology and practice‑support services, which it discloses and monitors for potential conflicts.

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