Our Story

Safe Haven Advisors is a family-owned and operated financial planning practice. Established in 1989 by husband-and-wife team, Mike and Gwyn McCormack, Safe Haven Advisors has helped clients clarify their goals while providing guidance on how to achieve them. Based on over 100+ years of combined experience and input, we have developed a finely tuned process that guides families & business owners through the complex, ever-changing world of finance - no matter the stage of their journey they are on.

The Safe Haven team has deepened our own multi-generational roots with our next-gen planner, Connor McCormack. Our clients and their heirs have warmly embraced and benefitted from our future-forward approach to help educate and empower. Children and grandchildren are better prepared to participate and successfully inherit what comes in the future; a testament to the shared values, continuity, & enduring relationships that define our family practice.

Our team consistently strives to provide white-glove personal support with flexibility & adaptability, especially during periods of economic flux. The result allows our clients to focus on the things they love without stress and fear.