HAVEN FINANCIAL ADVISORS

Overview

Haven Financial Advisors is an independent RIA organized as a sole proprietorship under individual ownership. The firm focuses on individual and family clients and offers financial planning alongside portfolio management for individuals, small businesses, and institutional/business clients. Additional advisory activities include pension consulting and the publication of periodicals or newsletters. Compensation is primarily fee-based, using a percentage-of-AUM schedule supplemented by hourly charges for certain services. Haven Financial Advisors does not self-identify as a capital allocator or an active ESG investor, and it is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices