# Haas Financial Services

Haas Financial Services is a Bank / Wealth / Trust based in Southfield, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Southfield, United States
- **Region:** North America
- **Address:** Southfield, MI, United States
- **Founded:** 1984
- **Assets under management:** Undisclosed
- **Website:** haasfsi.com
- **LinkedIn:** https://www.linkedin.com/company/haas-financial-services

## Regulatory record

- **CRD number:** 122450
- **Registration status:** Registered
- **Latest Form ADV filing:** 2025-08-08T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122450

## About

Haas Financial Services was founded in 1984 and is headquartered in Southfield, Michigan. The firm is structured as a registered investment advisor, which obligates it to a fiduciary standard — a legal framework requiring advice to serve client best interests rather than brokerage or product-placement incentives. Its client base includes individuals, trusts, and corporations. The firm's core services divide into three lines: financial planning, tax planning, and discretionary portfolio management. Asset-class exposure is concentrated in publicly traded equities and fixed income, with allocations adjusted for client-specific retirement and estate-planning objectives. The firm does not publicly disclose direct private-market investments or alternative asset commitments. Its geographic footprint centers on southeastern Michigan, reflecting a local-market advisory model rather than a national or multi-office footprint. Total assets under management and total professionals are not publicly disclosed by the firm. No adjacent vehicles, philanthropic foundations, or co-investment clubs are known to operate under the Haas Financial Services umbrella. Structurally, the firm's longevity — four decades as an RIA serving a defined regional client base — distinguishes it from the high-churn brokerage model common in its geography. The fiduciary obligation and multi-generational planning focus form the operational backbone, addressing succession, estate tax, and retirement-income sequencing for families and business owners.

## Questions

### Who are the typical clients of Haas Financial Services?

The firm advises individuals, trusts, and corporations. Its service model is built around wealth accumulation, retirement income planning, and multi-generational estate transfer, with an emphasis on southeastern Michigan families and business owners.

### Does Haas Financial Services invest in private equity or alternative assets?

The firm's known investment posture is concentrated in publicly traded equities and fixed-income instruments. There is no public disclosure of direct private equity, venture capital, or hedge fund commitments as part of its standard portfolio construction.

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Last updated: 2026-06-03T20:00:00.000Z

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