Haven Wealth Planning

Overview

Haven Wealth Planning is a small, owner-operated investment advisory organized as a limited liability company. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers — positioning itself as a capital allocator that can outsource specialty management when needed. Fee arrangements include both a percentage of assets under management and fixed-fee engagements. Haven does not identify as an active ESG investor and is not registered as a multi-state adviser. Reported activity on the firm’s filing indicates a focus on public mutual funds as the operating vehicle for client portfolios, with the capability to direct capital into third-party alternative managers where appropriate. Services are consistent with a boutique advisory that blends planning and discretionary portfolio oversight and can bring in external managers for niche exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices