EVES&HAINES WEALTH MANAGEMENT

Overview

Eves&Haines Wealth Management is a small, independent registered investment adviser that focuses on serving individuals and families with fee-based financial planning and discretionary portfolio management. The firm leans heavily toward equity exposure as its primary allocation preference and uses exchange-traded equities and ETFs as the core implements for client portfolios. Business activities include insurance brokerage, which is reflected in the firm’s use of annuity products alongside traditional securities. Investment activity appears centered on straightforward, liquid instruments rather than complex proprietary strategies. The adviser offers a mix of billing options—percentage of AUM, hourly, and fixed fees—allowing flexibility for both ongoing portfolio management and standalone planning engagements. Given the firm’s size and client base, allocations and product selection are likely customized at the household level rather than driven by large fund vehicles or pooled funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices