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Haven Advisors Holdings, LLC
Haven Advisors Holdings, LLC, operating as Haven Financial Advisors, provides fee-only, fiduciary financial planning and wealth management services to individuals. The firm specializes in holistic financial planning, retirement planning, portfolio management, and tax planning strategies tailored to client goals.
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Haven Advisors Holdings, LLC at a glance
Haven Advisors Holdings, LLC is a financial services company headquartered in United States. Its most recent funding round raised $10M in June 2026. Xcout tracks 7 named people at Haven Advisors Holdings, LLC, including Belena Vincetti (Chief Compliance Officer).
Haven Advisors Holdings, LLC leadership
- Belena VincettiChief Compliance Officer
- David NelsonChief Strategist
- Gregory SkidmoreChief Investment Officer
- Brandon LacoffCo-founder
- Jon LappAdvisor/Founder
- Anthony CardenasVP of Investment Management
1 more named person on record for Haven Advisors Holdings, LLC, with roles, board committees and tenure — see the full roster →
Haven Advisors Holdings, LLC funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $10M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Haven Advisors Holdings, LLC competitors
A few of Haven Advisors Holdings, LLC's closest competitors — see the full list of competitors and alternatives →
Simplicity Wealth Advisors provides personalized financial planning and investment management services for individuals and families. The firm offers holistic financial strategies that address longevity, liquidity, inflation, market risk, mortality, and taxes to help clients meet their long-term objectives.
Merit Financial Advisors provides comprehensive financial planning, wealth management, tax services, and insurance planning for individuals, businesses, and employers. The company serves individuals navigating major life transitions such as retirement, divorce, and widowhood, operating as a fiduciary to support clients' long-term financial goals.
Northwest Financial Advisors, LLC provides comprehensive financial planning, investment management, retirement planning, estate planning, and trust services to individuals. The firm works closely with clients to deliver personalized financial guidance and strategies tailored to different life stages.
Aspen Grove Asset Management is a registered investment advisor that provides financial planning and asset management services, including asset allocation, estate planning, retirement planning, and management of stocks and bonds. The firm serves individual clients nationally to help them meet their financial goals and lifestyles.
JSF LLC-S provides holistic financial planning, investment management, and private wealth management services. The firm serves individuals, families, foundations, and institutions seeking customized financial strategies and advice.
Foundation Wealth Capital, LLC operates as a fee-only, fiduciary, and independent financial advisory firm that provides personalized financial planning, wealth management, tax planning, estate planning, insurance planning, and company 401(k) plan services to individuals and businesses. The firm works with clients nationwide, offering tailored strategies to help them grow and protect their assets, manage taxes, and achieve their long-term financial goals.
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More on Haven Advisors Holdings, LLC in Xcout Intel
- 7 named people with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access