Personal Attention
in the Often Impersonal
World of
Wealth Management

Let Us Improve Your Lifestyle

We were founded upon the belief that personal attention is paramount to success – ours and our clients’. When you entrust us as your investment advisor, you’ll receive personalized service, clear communication, and our unwavering commitment to achieve your financial goals.


Haven Wealth Group Wins 2015 Fidelity Be Greater Award

On October 30, 2015, Haven Wealth Group’s team traveled to New York City to accept Fidelity Investments’ 2015 Be Greater Award. “Haven Wealth Group is the winner of the Be Greater Award for RIAs with $50 million to $250 million in AUM...

Read more about Haven Wealth Group and the 2015 Be Greater award


Our Performance Track Record

We’re proud of our performance history. We invite you to view our Composite Performance Returns, all net of fees, shown for the past three years, the past five years and since the inception of our company.

View Our Performance

Current Market Indications

Our Core Capabilities

Haven Wealth Group is a boutique Registered Investment Advisor (RIA) with expertise in wealth management, investment management, and comprehensive financial planning.