Red Haven Advisors, LLC

Red Haven Advisors serves individual and high‑net‑worth clients with fee‑based investment advisory, discretionary portfolio management, and comprehensive financial planning. Its planning services include investment customization as well as non‑investment advice such as retirement planning, tax optimization, cash‑flow analysis, and estate‑planning considerations.

The firm combines fundamental and cyclical analysis with a tactical allocation approach aimed at reducing risk and seeking improved performance, and it may implement long‑ and short‑term trades as well as option‑writing strategies, including covered and uncovered positions and spreads. This approach can involve more frequent trading and option‑specific risks, and the adviser tailors portfolios to client objectives and accepts client‑imposed investment restrictions.

While percentage‑of‑AUM billing and portfolio management for individuals are common among peers, Red Haven is notable for managing a relatively small client roster and modest assets under management while its principal concurrently maintains a full‑time corporate finance/FP&A role and schedules advisory work primarily in early mornings, evenings, and on Saturdays. The firm also offers hourly and fixed‑fee planning alternatives in addition to AUM arrangements, does not custody client assets, and is led by a CFA charterholder with extensive corporate financial planning experience.