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Practical, unbiased financial advice for small business owners and entrepreneurs.

Your Investments

Investing advice is only as good as the core values behind it. See what makes us unique.

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Your Plans

We don't sell financial products. We specialize in delivering confidence and peace of mind.

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Your Business

Succession planning ensures that your hard work will be fully rewarded. It's never too early to start.

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About Us

We combine cutting-edge web capabilities with real relationships and personalized service.

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Welcome to Newhaven Capital Advisors, a professional firm specializing in CPA and financial consulting services for small business owners and entrepreneurs. Free enterprise enables you to pursue your passions and dreams; our mission is to help make those dreams a reality.

It’s no secret that business owners like to follow their own path. We believe that financial success depends on three essential milestones along the way:

Mastering the tools and processes that build long-term value - Financial strength is a competitive advantage, and provides a business with greater opportunities to invest and grow. Sustained, incremental improvements in the near term lead to significantly higher business value over the long term.

Integrating business ownership with personal wealth management - Most small business owners have substantial net worth invested in their companies. Proper planning and smart investing align personal goals and lifestyle with the risks and rewards of business ownership.

Preparing for transition to the next generation - More small business owners are nearing retirement today than ever before. Only sound, proactive succession planning will enable them to capture the full rewards of their life’s work.

Chances are your accountant or CPA is not an expert on these essential issues, or you may be struggling to coordinate guidance from several advisors. Our offerings close the gaps in traditional accounting and financial planning services, resulting in a goal-oriented, holistic approach that is unmatched in the small business space.

Experience objective, client-centered advice that is uniquely focused on a single goal: helping you define and achieve financial success.

Click here to Schedule a Personal Consultation

Latest Blog Posts

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Put Your Working Capital To Work

If you are a small business owner in search of capital, you know the process can be challenging. Bank loan…

September 19, 2015
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Five Keys to a Sound Retirement Plan

Lots of people equate retirement planning with a single activity: saving. This is only natural, considering the armies of brokers…

September 4, 2015
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Small Business Owners Need A Retirement Plan

News flash: most small business owners are not saving enough for retirement. A recent survey by the Small Business Administration…

August 21, 2015