Haven Financial Solutions, Inc

Overview

Haven Financial Solutions, Inc. is a small, independent registered investment adviser serving individual and family clients. The firm blends financial planning and portfolio management for individuals and small businesses with ongoing client education — it produces periodicals and runs seminars or workshops as part of its client service model. Fee arrangements are flexible, including percentage-of-AUM billing alongside hourly and fixed-fee engagements, which suggests work with both ongoing advisory relationships and project-based planning. Investment activity centers on public mutual funds as the primary building blocks for client portfolios, supported by allocations to third-party alternative managers. The firm does not position itself as an ESG-focused allocator and identifies primarily as a single-state adviser. Given the client base and service mix, Haven appears to emphasize curated, manager-driven portfolios and financial planning rather than institutional advisory mandates.

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Location & Offices