Suffield, CT Office

North Haven Financial LLC serves individual and high‑net‑worth clients and provides advisory services to employer retirement-plan sponsors, focusing its practice on comprehensive financial planning and investment management with an emphasis on retirement income planning. Services include ongoing planning with implementation support as well as fixed‑term roadmaps and limited targeted (sometimes pro bono) planning engagements.

The two‑advisor firm manages portfolios on a discretionary basis (about $36.4 million as of January 2026) and also advises on additional client assets outside its AUM calculation. Its investment approach emphasizes passive portfolio construction using index funds and ETFs combined with fundamental analysis when appropriate, and the firm may use third‑party outside managers; it generally requires custody through Charles Schwab or Altruist for accounts it manages.

Distinctive features include a small, concentrated client base (roughly 33 clients) that supports a higher‑touch, tailored advisory relationship compared with larger peers. The advisory team holds CFP certification plus specialized retirement‑income and tax planning credentials, operates on a fee‑only basis, and offers services designed around ongoing retainer relationships rather than transactional advice.