Haven Private Wealth

Haven Private Wealth is a financial planner in Pike Creek Valley, Delaware. The firm builds comprehensive financial plans covering retirement, investment, and estate planning needs, and it works with career professionals, retirees, and multigenerational families. Its advisors help clients prepare for and protect their retirement, their family, and their legacy, and the practice serves clients from its office on Kennett Pike in Wilmington.

The firm was founded by advisors who began their careers at large institutional investment firms and wanted a different way to work with clients. They set out to create an inviting, relaxed place that still delivers a high level of service, describing the result as a firm that feels boutiquey but remains user-friendly, with a casual environment where clients can talk about what matters most to them. The team welcomes people at all points in their financial journey, regardless of career stage or level of wealth, and its advisors bring decades of combined experience to that work. Theodore Quillen IV, a CERTIFIED FINANCIAL PLANNER and Accredited Investment Fiduciary, is a managing partner and financial advisor who has worked in financial services for over 20 years and takes a conservative approach with clients. Nicholas Frake, also a managing partner and financial advisor, has more than two decades in the industry and a client-first approach that treats planning as more than numbers. Bill Gallagher, a financial advisor, has more than 25 years of experience.

The office is at 3711 Kennett Pike, Suite 201, in Wilmington, Delaware.

Haven Private Wealth pairs the resources of a planning practice with the feel of a small, personal firm, and its advisors' long tenures in financial services shape how retirement and estate plans come together for clients in Pike Creek Valley and the surrounding Wilmington area.