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.

Louis Kokernak has been serving the investment community since 1988. He has taught courses to CFP candidates at The University of Texas, St. Edwards Univerisity, and the University of Texas at San Antonio. He currently serves as a Subject Matter Expert for the CFA education program sponsored by Becker Review.