Havaplan Financial

Overview

Havaplan Financial is an independent, individually owned RIA organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges clients based on a percentage of assets under management and also offers hourly billing. Havaplan does not position itself as a capital allocator or pension consultant, and it does not identify as an active ESG investor or a multi-state adviser. Service scope centers on wealth management and planning for private clients rather than institutional or family office advisory mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices