A complete list of active advisors currently associated with Haviland & Sams, LLC

Warmer can help you find a great advisor at Haviland & Sams, LLC or one who fits your needs even better.

Haviland & Sams works with corporations, individuals (including high-net-worth clients), families, business owners, professionals, and corporate executives. The firm offers financial modeling and planning, wealth management, independent investment manager search and monitoring, and ad hoc consulting such as retirement-plan services and business-continuity and value-realization advice. The firm positions itself as a strategist and advisor rather than a direct securities manager: it develops investment policy statements, recommends asset allocation and fund/ETF selections, and identifies independent managers and platform programs for implementation. Haviland & Sams does not directly manage client assets, does not recommend individual securities, and generally does not accept discretionary trading authority for client accounts. Noteworthy aspects relative to many peers include a primary reliance on fixed or hourly engagements for core wealth-management work while using independent manager platforms and wrap programs when appropriate, rather than acting as a traditional AUM-based portfolio manager. The firm also, on a limited basis, serves as a co‑trustee/independent trustee for a client trust and provides targeted retirement-plan participant education for a small number of plan clients, arrangements that are less common among similarly sized supported firms.

To learn more about the advisors currently working at Haviland & Sams, 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.