# Haverdink Financial Management

Haverdink Financial Management is a Bank / Wealth / Trust based in Portage, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Portage, United States
- **Region:** North America
- **Address:** Portage, MI, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** haverdinkfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/haverdink-financial-management

## Regulatory record

- **CRD number:** 131236
- **SEC file number:** 801-112557
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-01-23T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/131236

## About

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.

## 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.

## Related profiles

- [Havenport Investments](https://altss.com/profile/havenport-investments)
- [Haverford Trust Company](https://altss.com/profile/haverford-trust-company-htc)

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

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