To our clients,

Haven Wealth Group is excited to be able to share two major achievements with our clients.

First, we are proud to announce that Haven was awarded the Be Greater Award from Fidelity Investments in late October!

Earlier this year, an independent panel of industry experts assessed thousands of Registered Investment Advisors (RIAs) across the United States who custody assets on the Fidelity platform.  The goal of this panel was to identify RIAs who demonstrate excellence in areas critical to their business.  The blinded panel of judges assessed applicants based on the firm’s business model, succession plans, use of technology, client engagement, and team of employees.  Four awards were granted, based on the amount of assets under management (AUM).  Haven was selected as the winner among RIAs with $50 million to $250 million AUM.

To view the announcement and see a video of the Haven team in action, please follow the link below:

Our second big announcement is the launch of our new website!  We encourage you to visit  to learn more about our firm.  Please note that you can now Login to your Fidelity account right from our website.  We would appreciate any feedback you have on the ease of navigating, content, and usefulness of our new site.

In closing, the Haven team would like to wish everyone a safe and happy Thanksgiving holiday.

With warm regards,

The Staff of Haven Wealth Group

Our Partners