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Haverdink Financial Management
Haverdink Financial Management is an SEC-registered investment adviser in Portage, MI, registered since 2018. The firm manages approximately $220 million in...
Overview
Haverdink Financial Management is an SEC-registered investment adviser in Portage, MI, registered since 2018. The firm manages approximately $220 million in assets. It has 3 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
Portage
Corporate office
Portage, MI, United States
Frequently asked questions
What types of clients does Haverdink Financial Management serve?
The firm serves individuals and families, with a focus on clients in southwestern Michigan. Typical clients include retirees, local business owners, and individuals seeking trust administration, estate settlement, or ongoing investment management with a conservative, planning-driven approach.
Does Haverdink Financial Management offer trust services?
Yes, trust administration and estate settlement are core services. The firm acts as a corporate trustee, managing trust assets, handling distributions, and ensuring compliance with trust documents, which is a key differentiator from advisory firms that lack trust powers.
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