Haven Wealth Planning
We help busy parents and individual professionals plan for the future and enjoy the present moment.
Haven Wealth Planning · Kirkwood, Missouri
Is this you, Jeff?
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About
Successfully building your wealth can feel energizing. With your success can come new questions and opportunities.
You want to experience a guided approach to financial planning and investing. You are passionate about achieving your goals and building a strong foundation for you and your family.
You and your spouse have a family, or plan to. You are working professionals in the mid-career stage of life. You want to make smart money decisions. We understand the opportunities and challenges this life stage presents.
We help busy parents and individual professionals like you develop financial plans to address questions like:
+How can we save for a fulfilling retirement beyond our 401(k) plans?
+What does it take to save for the kids’ education and make a lifetime of memories along the way?
+These causes are close to our hearts – what are our options to give even more meaningful support?
You want to spend time with the people you love in the places you enjoy.
You believe that wealth means more than money.
Who they serve
- HENRY (high earner, not rich yet)
- Early-career professionals
Services
- 401(k) & IRA Management
- Wealth Management
- Portfolio Management
- Life Transition Planning
- Financial Planning
- Cash Flow Planning
- Asset Allocation
- Education Planning
- Charitable Giving
- Investment Management
- Retirement Planning
- Insurance Planning
Structured record
| Name | Haven Wealth Planning |
|---|---|
| Firm | Haven Wealth Planning |
| Location | Kirkwood, Missouri |
| Fee model | Percentage of Assets (AUM) · Flat Fee/Retainer |
| AUM | Under $25M |
| Founded | 2024 |
| Firm size | 1 employee |
| Affiliation | Independent RIA |
| Designations | Series 65 |
| Investment approach | Passive management |
| Website | https://havenwealthplanning.com/ |
| /havenwealthplanning |
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