Objective Advice & Assistance
A Comprehensive Management
Process For Financial Affairs
Highly Customized Solutions
Assistance with Implementing
Strategies & Plans
A Proactive Approach to Financial
Planning & Management
Previous slide
Next slide

Haviland & Sams offers excellence in financial planning.

 
 
We are an independent financial planning and financial advisory firm dedicated to the preservation, protection, and growth of our clients’ wealth.
As a Registered Investment Advisor, we strive to offer comprehensive financial affairs planning and financial management services to individuals and families.
 

Haviland & Sams is unique in our philosophy and mission.

  • We are independent, and have no affiliation with any financial services firm.
  • We do not directly sell any investment products or insurance products.
  • We do not accept third-party payments from financial services firms.
  • We are totally focused on our clients and their financial planning needs.