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 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.