Brighthaven Financial Advisors

Overview

Brighthaven Financial Advisors is an independently owned LLC that operates as a small, owner-managed RIA serving both individuals/families and institutional clients. The firm functions as a capital allocator, sourcing third-party managers in addition to providing direct portfolio management and financial planning. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Brighthaven also conducts business activities tied to insurance brokerage and a law firm, reflecting a multi-disciplinary service set. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, allowing flexibility across client relationships and project work.

Assets & Accounts

Public Holdings

Investments & Alternatives