Haven Wealth Advisors

07/30/2024

07/18/2024

We celebrate the Goodwin, Wright financial professionals named to the Top 10% of Advisors across Northwestern Mutual for their contribution and dedication to helping their clients prosper by protecting what matters most. Your dedicated expertise is evidenced by the ever-increasing number of individuals, families and business owners who choose you to guide them in realizing financial security.

07/18/2024

Congratulations to the financial professionals who achieved “Forum”, which represents the top segment of Advisors who earned the highest level of excellence across the vast Northwestern Mutual network of 8,000+ Advisors. Their unwavering commitment in helping to build financial security for their clients continues to break records in the financial services industry.

07/18/2024

Thankful for your insights and meaningful contribution to the HWA team, Mark Mascarenhas, CIMA®

Discover valuable insights from Mark Mascarenhas in PlanAdviser’s® latest article. Private Wealth Advisor and Director of Investments of Haven Wealth Advisors Mark Mascarenhas, CIMA® emphasizes the importance for Gen X to engage a trusted advisor to ensure strategic retirement planning. Read the full article here: https://www.planadviser.com/gen-x-retirement-around-corner-not-confident-income-replacement/

07/18/2024

Great swing for a great cause! ⛳️ Sam Arthur CFP®, RICP®, Nate McCarter, & Wade Weldon, CFP® enjoyed friendly competition at the 23rd Annual 680 Fan Classic Golf Tournament, “fore” the purpose to raise funds for Children’s Healthcare of Atlanta.

07/18/2024

Congratulations to Haven Wealth Advisors Co-Founder and Private Wealth Advisor, Sam Arthur, CFP®, RICP® for being named to AdvisorHub's 2024 list of Advisors to Watch: 150 Over $1 Billion. This is well-deserved recognition for both Sam and the proven HWA team of financial planning professionals!

04/29/2024

Northwestern Mutual’s Planning & Progress Study found Atlanta residents have some catching up to do when it comes to retirement savings.

Private Wealth Advisor and Director of Financial Planning, Ben Glassman, of Haven Wealth Advisors shares thoughts on how a comprehensive financial plan tailored to your goals is crucial in bridging the gap between retirement expectations and savings. Ben's insights have been shared across many media platforms, including The Atlanta Journal-Constitution, Nasdaq, Yahoo Finance and GOBankingRates reaching an audience of over 173 million. Thankful for your meaningful contribution to the HWA team, Benjamin Glassman, CFP®, AEP®, RICP®.

Click here to read the article:

According to a new study, Atlantans have saved only about $80,000 of a needed $1 million