The Beginning

Haven Wealth Group was founded in 2008 by Richea Powell and Charlie Calvin as a Registered Investment Advisor (RIA) seeking to provide wealth management services to their clients. The founding partners offered a combined experience of over 65 years in banking, investments, wealth planning, and financial analysis.

The Growth

Haven Wealth Group has successfully grown our business since inception. Our success is a testament to the deep relationships we have built with our clients. We strive for excellence in delivering outstanding service to our clients, and we are dedicated to creating optimal wealth management solutions for each and every client.

The Future

Haven Wealth Group has a well-earned reputation as a highly-regarded, ethical, and responsive Registered Investment Advisor. Clients benefit from the firm’s personal service, rigorous research and analysis, professionalism, and investment expertise. The Haven team remains committed to using their knowledge and skills to help each individual client meet their financial goals. Our dedication helps maintain long-term relationships in all market periods.