HAVEN FINANCIAL PARTNERS LLC

Overview

Haven Financial Partners LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families, providing financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee model includes both a percentage of assets under management and fixed fees. Haven identifies as a capital allocator but does not position itself as an ESG investor, multi‑state adviser, pension consultant, or related adviser to another advisory firm.

Assets & Accounts

Investments & Alternatives