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 the very best 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 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.