A complete list of active advisors currently associated with LinnHavn Wealth Advisors LLC

Warmer can help you find a great advisor at LinnHavn Wealth Advisors LLC or one who fits your needs even better.

LinnHavn Wealth Advisors LLC is a recently formed, state-registered advisory firm that serves individuals, high-net-worth individuals, charitable organizations, and business entities. The firm provides discretionary asset management and comprehensive wealth/financial planning services, with planning delivered as part of ongoing client relationships and also available as separate fixed-fee planning projects. The firm tailors portfolio management to each client’s goals, time horizon, and risk tolerance and may employ both fundamental and technical analysis in constructing portfolios. LinnHavn may engage sub-advisors to manage all or portions of client assets and explicitly retains the authority to select and appoint other investment advisors who may receive discretionary authority over client accounts. What is distinctive about LinnHavn compared with many peers is its affiliation with a separate legal practice: the firm’s principal maintains an outside law practice and may offer legal services to clients through that separate entity, a relationship disclosed as a potential conflict of interest and subject to mitigation. Other uncommon features for a firm of this type include offering fixed-fee wealth planning projects, actively selecting third-party advisers for client accounts, providing individual portfolio management, and not acting as a private fund adviser or using performance-based fee arrangements.

To learn more about the advisors currently working at LinnHavn Wealth Advisors 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.