Blue Haven Capital

Blue Haven Capital is a fee-only, full fiduciary advisor firm that has been serving individuals and institutions across the world for over 40 years. Our mission is to empower our clients to invest smarter and live well. We achieve this by providing them with the best investment strategy, exceptional advisory services, and personalized attention that puts their interests first.

The Right Approach

At Blue Haven Capital, we believe that the most effective way to invest is by leveraging the market. This approach allows us to give our clients the best odds of achieving the highest possible return over time. We strive to provide our clients with an investment strategy that is tailored to their unique needs, goals, and risk tolerance.

The Right Advisor

Our advisors have over 40 years of experience in the financial industry. They have advised clients through every market imaginable and bring a wealth of knowledge and expertise to the table. We are proud to be fee-only advisors, which means that we never sell commission-based products. Our clients can trust that our advice is always in their best interest, as we are held to the highest standard of fiduciary duty.

The Right Time

Whether you are investing for retirement, a steady income stream, or any other financial goal, now is the time to start investing smarter. Our team is always here to advise, never here to sell. We pride ourselves on providing our clients with exceptional service, transparent communication, and personalized attention.

Meet Our Team

*Donald Cummings Jr., Founder*

Donald is a graduate of the University of Wisconsin-Madison and has 35 years of experience in the financial industry. He has spent his career advising clients through every type of market and has become one of the leading authorities on tax-exempt municipal housing bonds in the country. Donald's passion for investing is fueled by his desire to help individuals and small foundations throughout the United States achieve their financial goals.

*Kevin Kleinman, Financial Advisor*

Kevin's passion for investing began at the age of 11 when he caught a segment on the local news about the stock market. Since then, he has dedicated himself to studying what makes an investor successful. Kevin leverages his experience and expertise to provide his clients with customized portfolio management, seamless communication, and a full suite of financial services.

Services Offered

*Customized Portfolios*

At Blue Haven Capital, we custom build and manage every portfolio to meet the specific needs and objectives of each individual client. Our investment strategy is tailored to your unique situation, taking into account your goals, risk tolerance, and time horizon.

*Fee-only & Full Fiduciary*

We are a fee-only advisor, which means that we never sell commission-based products. Our clients can trust that our advice is always in their best interest, as we are held to the highest standard of fiduciary duty.

*Financial Services Suite*

Our clients enjoy access to a full suite of financial services, including customized portfolio management, seamless communication, and exceptional service. We strive to provide our clients with a personalized experience that meets their unique needs and exceeds their expectations.