Jon Lapp CFP®

I founded Haven Financial Advisors to provide a unique and personalized planning experience for each client.We focus on helping individuals and families as they prepare for and transition into retirement. From investment management to tax optimization, income planning, and estate planning decisions, we make sure each part of your plan is working cohesively instead of in isolation.Our goal is simple: to provide excellent advice and service that delivers tangible value to our clients, allowing you to stay focused on what matters most, getting back your time.