Newhaven Capital Advisors provides financial planning, business consulting and investment advice to business owners and individuals, primarily in Columbus, Ohio. We channel the power of financial information into goal-based, actionable plans, empowering our clients to maximize business value, save with confidence and keep more of what they earn.
Our service philosophy reflects our values and professional character, which are firmly rooted in the CPA profession. Leaders in personal financial advice for more than 100 years, CPAs are highly regarded for their integrity, technical knowledge and high professional standards.
For us, this means that we pledge to always act with our client’s best interests in mind. Because we don’t sell financial products or accept any compensation from third parties, we can eliminate conflicts of interest and focus on objective, practical advice.
Our three service areas, investment management, personal financial planning, and business succession planning, help clients develop a vision of financial success, and take proactive, meaningful steps to achieve that vision. With proven processes and innovative technology tools, our clients gain the insight and clarity they need to live purposeful financial lives.
I’ve been in the finance and accounting business for more than 25 years, but my path to financial services has been anything but traditional.
After graduating from Miami University with a degree in Accounting, my first job was in the Chicago office of Arthur Andersen & Co. It was a great place to start, and I learned a lot about client service, technical competence and attention to detail.
From there I moved into company financial management, spending more than 15 years in telecom and technology, with companies like Ameritech and AT&T. Along the way, I earned an MBA at the University of Chicago and spent two years living and working in Copenhagen, Denmark.
Then, after four relocations and the seventh corporate merger of my career, I decided to leave the corporate world and go back to my roots as a CPA. My prior work in corporate planning, portfolio management and the capital markets prepared me well to help business owners and individuals with their own planning and investing needs. And with extensive experience on their side of the table, I bring my clients a perspective that is unique among financial advisors.
I founded Newhaven Capital Advisors to help business owners and individuals define and achieve financial success. With an independent perspective and a practical, experience-based approach, I guide my clients to consider multiple options and make informed financial decisions. Using proven methods and the latest technologies to plan and invest for the future, clients are empowered to maximize company value, save with confidence and keep more of what they earn.
When not in the office or meeting with clients, I enjoy spending time with my wife and three children, trying to stay fit, socializing with friends and keeping up with what’s going on in the world.
Great financial advice requires an open dialogue and close collaboration between client and advisor. Before we enter into any formal engagement, we spend time getting to know our prospective clients, understanding their advisory needs and aligning expectations. Once a project is defined and there is agreement on fees, we will document our understanding in an engagement letter.
Whether the focus is on company financial management, investments, or the development of financial plans, the process for all of our engagements is very similar.
Planning your financial future is not an event, it’s an ongoing process. So once a plan is in place, we’ll keep the dialogue open, with periodic meetings to measure progress and consider adjustments.
Technology is in integral part of our operations, and we’re proud to offer some of the most innovative planning and investing tools available today.
Blueleaf is an online portal that enables our clients to see ALL of their invested assets, including 401(k), pension and college savings plans, in one secure place. With real-time information on balances, performance and asset allocation, we can get a holistic picture across multiple portfolios, improving our ability to collaborate and manage.
MoneyGuide Pro is the originator and market leader in goal-based financial planning software. Among its many features, we like the ability it provides to interact with our clients in a web-based environment, for easy analysis of “what-if” scenarios and simplified plan updates.
Scottrade has provided discount brokerage services for nearly 35 years, and is an industry leader in customer care and trade execution. With access to more than 14,000 mutual funds, including large no-load fund families like Fidelity and Vanguard, they combine great selection with ultra-low investing costs.
Sophisticated planning and portfolio management tools were once the exclusive domain of large banks and brokerages. Today, technology has leveled the playing field, allowing us to provide the same market access and robust planning tools in an unbiased, conflict free environment.