0
Client Reviews
0.45% to 0.95%
Percentage of Assets (AUM)
$0
Minimum Annual Income
$375K
Minimum Investible Assets
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Choosing a financial planner is an important decision.
Personalities, investment philosophies, and core values should be well-aligned.
If you’re a dual-income family or a single professional, we’re a good place to start.
You want to make smart money decisions. We understand the opportunities and challenges these life stages present. You want to work with a financial planner who supports your short-term goals and long-term aspirations. You are clear on your values and what matters to you.
Personalities, investment philosophies, and core values should be well-aligned.
If you’re a dual-income family or a single professional, we’re a good place to start.
You want to make smart money decisions. We understand the opportunities and challenges these life stages present. You want to work with a financial planner who supports your short-term goals and long-term aspirations. You are clear on your values and what matters to you.
Clients who wouldNOTbe a good fit
Let us also explain why you shouldn’t hire us.
If you’re looking for an investment manager who can “beat the market”, you’ll want to keep exploring your options. Why? Because we focus on what you can control.
We don’t guess what the markets will do. No one can consistently and accurately know that.
If you are not open to using technology for efficient communication and information sharing, you’ll want to keep exploring your options.
We view this as a long-term partnership – we’re energized by helping folks who are willing to put in the effort.
If you’re looking for an investment manager who can “beat the market”, you’ll want to keep exploring your options. Why? Because we focus on what you can control.
We don’t guess what the markets will do. No one can consistently and accurately know that.
If you are not open to using technology for efficient communication and information sharing, you’ll want to keep exploring your options.
We view this as a long-term partnership – we’re energized by helping folks who are willing to put in the effort.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$375,000
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.45% to 0.95%
Flat Fee/Retainer
$4,800
Meeting Options
In person meetings
Video meetings
Phone
About Haven Wealth Planning
Successfully building your wealth can feel energizing. With your success can come new questions and opportunities.
You want to experience a guided approach to financial planning and investing. You are passionate about achieving your goals and building a strong foundation for you and your family.
You and your spouse have a family, or plan to. You are working professionals in the mid-career stage of life. You want to make smart money decisions. We understand the opportunities and challenges this life stage presents.
We help busy parents and individual professionals like you develop financial plans to address questions like:
+How can we save for a fulfilling retirement beyond our 401(k) plans?
+What does it take to save for the kids’ education and make a lifetime of memories along the way?
+These causes are close to our hearts – what are our options to give even more meaningful support?
You want to spend time with the people you love in the places you enjoy.
You believe that wealth means more than money.
You want to experience a guided approach to financial planning and investing. You are passionate about achieving your goals and building a strong foundation for you and your family.
You and your spouse have a family, or plan to. You are working professionals in the mid-career stage of life. You want to make smart money decisions. We understand the opportunities and challenges this life stage presents.
We help busy parents and individual professionals like you develop financial plans to address questions like:
+How can we save for a fulfilling retirement beyond our 401(k) plans?
+What does it take to save for the kids’ education and make a lifetime of memories along the way?
+These causes are close to our hearts – what are our options to give even more meaningful support?
You want to spend time with the people you love in the places you enjoy.
You believe that wealth means more than money.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Ian Weiner, CFP(R), CEPA
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"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
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"Fantastic - they were knowledgeable, personable, and developed individualized financial plans for each client. Nothing was cookie cutter or off the shelf"
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You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
