Schedule a Meeting.

Discuss your options.

Learn MoreBook an Appointment

Getting started with us is easy, safe, and transparent.

  • Introduction
  • Set up account
  • Set up access
  • Get Started

Introduction

The first thing we like to do with a new client is to schedule a meeting or short introductory phone call. This gives us a chance to learn more about them and see how we can help. This is a free consultation.

Set up account

The next step is choosing the right account to open and drafting a model portfolio. Our models allow the client to preview how their money will be invested. This way we can confirm that everyone is on the same page before any final decisions are made.

Set up access

Upon opening the account, online access is set up so the client can track everything we’re doing. They can monitor performance, investment activity, move money in or out, and access special features. Clients can easily access their account online or through a mobile app similar to the way you access your bank account.

Check in

If you’re interested in investing with us, fill out the form below and we’ll get in touch with you, or you can call us at +1-630-588-3800.

Name

Email

ACCESS YOUR MONEY AT ANY TIME.

No Lockups, No Restrictions.

We custody all client assets at Charles Schwab & Co (Schwab), one of the most trusted and reliable leaders in the industry. This means that Schwab has your money, not us. We simply have permissions on your account so we can manage your investments for you. You can remove these permissions at any time.

With account access at Schwab, you can watch everything we’re doing with your money and track our performance.

Why Schwab?
  • Industry leader
    • $1.3 trillion in assets
    • 3 million accounts
  • 500+ commission free ETFs
  • FDIC insured deposits
  • Excellent customer service
What are clients say
Your benefits:
  • 100% account access
  • No lockup period
  • Performance reports
  • Great mobile app
  • Banking options
Not sure how to handle your investments?

We can do it for you.

We can manage your investments for you in accordance with your risk tolerance and investment objectives. In addition, client’s have access to our entire suite of knowledge: from retirement planning, to saving for college, and more! We don’t charge by the hour or ask clients to pay for additional services or meetings.

We can help make your life easier when it comes to your investment needs.

Our Services
Who we help
  • Retirees
    • Soon to retire
  • Families
  • Young Professionals
  • Small Businesses
  • Non Profits
How we help
  • Investment Management
  • Multi-generational planning
  • Retirement Planning
  • IRA Rollovers
  • Tax sensitive investing
  • College Savings
  • General Financial Advice

Industry Average (0.95%)

95%

Our Average (0.65%)

65%

Our low fees save you money.

Our fee structure is simple and comes in below the industry average. This means you pay less for our services and get to keep more of your money.

Learn more about our fees

What our clients think

We have a 5 star average review on Google

“I highly recommend working with Kevin and Blue Haven. Kevin has a wealth of experience he's willing to share. I find myself not just making smarter financial decisions but learning along the way. The fees are very reasonable and they are a trustworthy group if you're looking to grow your wealth!”

Kevin K.

“Kevin is very knowledgable, patient and has been great to work with. He has kept me informed on how my investment is performing and is quick to answer any questions I have. I really appreciate his professionalism.”

Ashlea H.

“Working with Kevin has been a pleasure. He’s transparent and asks all the right questions so that we are happy and well prepared for the future! I highly recommend working with Kevin Kleinman.”

Elliott B.

“I have been working with Don and Kevin for the last year. We reviewed our finances, investments and both were able to help guide us on what made sense for us and our growing family. I’m fully comfortable with their investment decisions and would highly recommend Blue Haven Capital!”

Peggy M.

“I have worked with Don Cummings and his team for several years. They are incredibly professional and knowledgeable, and simply a pleasure to work with. Don is always available to answer any questions I have and has truly educated me over the years. I highly recommend this team!”

Danny D.

“BHC helped me work through quite a few investment management decisions after some recent changes in my career. Don was great to work with and extremely helpful! Always available to answer questions and give great ideas and advice. Definitely recommend to anyone looking to make their money work for them! Thanks BHC!!”

Mika F.

“Don and his team have been fantastic money managers for not only me, but my extended family as well. We have multiple accounts under Blue Haven's control and I couldn't be more confident in Blue Haven's ability to maintain and grow our wealth. The fee structure is also very reasonable.”

Jon A.

“Blue Haven Capital helped me with estate issues and investment management after my father passed away. This was an area I had no experience in. I really appreciate the conservative portfolio management they have provided. Have and will continue recommending them!”

Emily B.

Quick FAQs

Do you still have questions about investing with us? Contact us!

Contact US

Where are client assets held?

All client assets are held at Charles Schwab in the name of the individual client.

How are you able to invest for me?

We’ll help you open the account at Schwab and grant us permission to invest your assets for you.

Can I track what you’re doing?

Yes. You will have your own login to Schwab just like you do with your bank account. You can track all of your investments and account performance.

Can you manage my money for me if it’s not at Schwab?

Unfortunately, no. The only way we can manage your investments is if they are held at Schwab, because presently, we use only Schwab as a custodian.

What if I no longer want you to manage my investments?

You can remove our permissions on your account at any time, at no cost. The account would stay open at Schwab until you closed it, but we wouldn’t have any access to it.

WHAT’S YOUR BIG IDEA?

 

Let’s talk about driving your big idea to success!

Learn more about us