Haven Financial Advisors, based in Austin, TX, is a fee-only financial advisor that has been serving clients since 2002. Led by experienced investment advisor and financial planner, Louis Kokernak, the firm focuses on developing personalized financial plans and diversified asset allocations tailored to each client's goals and situation. With a transparent investment process and a commitment to low-cost, low-turnover products from reputable providers like Dimensional Fund Advisors and Vanguard, Haven Financial Advisors aims to provide clients with the comfort and confidence they need to achieve their financial objectives.
As a trusted advisor, Haven Financial Advisors offers a range of services, including comprehensive financial planning, investment management, and guidance on tax-efficient strategies. With a track record of nearly two decades, the firm has established itself as a reliable resource for individuals seeking sound financial advice and a disciplined approach to wealth management. By prioritizing client engagement and communication, Haven Financial Advisors ensures that clients are actively involved in the planning process, fostering a collaborative relationship that is focused on achieving realistic financial goals.
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