Von Haefen Financial Management

Overview

Von Haefen Financial Management operates as a sole proprietorship and is organized as an independent registered investment adviser serving individual and family clients. The firm’s primary advisory activity is financial planning; it charges hourly and fixed fees rather than percentage-based investment management fees. The firm identifies an affiliation with accounting professionals and does not present itself as a capital allocator. ESG is not a focus in the stated investment approach. The firm reports state registrations in Illinois, Louisiana, and Tennessee.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices