A complete list of active advisors currently associated with Haverdink Financial Management, LLC

Warmer can help you find a great advisor at Haverdink Financial Management, LLC or one who fits your needs even better.

Haverdink Financial Management is a fee‑only, SEC‑registered investment adviser that manages approximately $220.4 million across 480 limited‑discretionary accounts for individuals and high‑net‑worth clients. The firm provides ongoing portfolio management as well as hourly or project‑based financial planning, consultation services, and occasional educational workshops. Portfolios are constructed using Modern Portfolio Theory and strategic, diversified asset allocation with a long‑term, low‑turnover emphasis; the firm conducts at least quarterly internal reviews and recommends periodic rebalancing. Clients are expected to participate actively in developing an investment policy and implementation is executed through independent custodians; the firm does not use AI tools for analysis or client communication. Distinctive features include in‑house management of all client assets rather than selection of third‑party managers and a relatively large asset base for a two‑adviser practice. The firm also discloses standing letters of authorization on a subset of client accounts (93 clients totaling about $76 million), participates in an institutional custody program that provides operational and technology support, and is privately held by its principals via a revocable trust.

To learn more about the advisors currently working at Haverdink Financial Management, 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.