About Haven

From Turning Wrenches to Turning Financial Goals into Reality

Hi, I’m Tom Kelly, founder of Haven and a Certified Financial Planner®. Before I was helping people with their finances, I was working under the hood as an auto mechanic. I spent years diagnosing problems, fine-tuning engines, and making sure vehicles ran smoothly—until I realized I wanted to do the same for people’s financial lives.

Why Haven?

Haven was built on the belief that financial planning should be straightforward, personal, and built for real life. Here’s what sets us apart:

  • No confusing jargon. I believe in clear, practical advice that makes sense.

  • A problem-solving mindset. Just like fixing a car, financial planning is about diagnosing issues and creating solutions that work.

  • A focus on you. Your financial journey is unique, and your plan should be too.

Let’s Build Your Financial Roadmap

Whether you’re looking to invest smarter, plan for retirement, or just get a better handle on your money, I’d love to help.

(919) 791-8884
safe@havenfa.com

Or check out our Pricing page to learn how Haven can help you take control of your financial future.