Louis Kokernak, CFA, CFP
Haven Advisors is committed to your future. We don't sell financial products. We design a financial plan that includes a diversified asset allocation tailored to your personal situation. Our principal, Louis Kokernak, is an experienced financial planner who has been helping individuals like you since 1995.
The cornerstone of our life savings strategy is passive investing. Our job is to craft an asset allocation strategy for you that utilizes indexed mutual funds and exchange-traded funds. Diversification and simplicity are the hallmarks of an efficient investment portfolio.