Haven Wealth Planning
Typically responds within 24 hours
FOUNDING YEAR
2024
NUMBER OF EMPLOYEES
1
Haven Wealth Planning's Assets Under Management (AUM)
Under $25M
BUSINESS AFFILIATION
Independent RIA
FIDUCIARY
Yes
INVESTMENT APPROACH
Passive management
REGISTERED INVESTMENT ADVISER?
Yes
LOCATION
-
SUPPORT
Dedicated Staff
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.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$375,000
Services Offered
Client Specialties
Service Pricing
Percentage of Assets (AUM)
0.45% to 0.95%
Flat Fee/Retainer
$4,800
Meeting Options
In person meetings
Video meetings
Phone
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.
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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401(k) & IRA Management
Alternative Investments
Cash Flow Planning
Debt Management
ESG/Impact Investing
Estate Planning
Executive Compensation
Financial Advice & Coaching
Financial Planning
Insurance/Risk Management
Life Transition Planning
Pension Planning
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Social Security Planning
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Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
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Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Trust Services
Real Estate Advisory
Specialities
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Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. 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.
