Pine Haven is a fee-based investment counsel firm located in Fairhaven, Massachusetts and Portland, Oregon. Pine Haven provides financial counsel, planning and investment management to a select group of clients.
We are a small independent firm investing for your life and for your heirs.
First, we take the time to develop a thorough understanding of your goals and dreams, and then we work together to enact a plan. Through this process Pine Haven provides you peace of mind and a roadmap to financial security. Pine Haven believes that long-term investment success does not come by accident, but that it is easy to achieve following a disciplined investment and savings program.
Pine Haven has strong representation on both coasts of America. Paige Johnson Roth founded the firm in 1999 and moved from Portland, Oregon in 2001 to be nearer her family in New England. She guaranteed continued success in the west by bringing on Kori Allen as a partner in 2009. Both women worked together in a Portland firm and have investment values of equity and sustainability. They take pleasure in helping people attain financial independence in a socially responsible way.
Pine Haven is founded on a philosophy of steady investing over the long term. The pine tree is a fitting symbol for this philosophy, as it starts low from a small seed and grows large and sturdy over time. Patience is needed, careful tending, too, and an "optimistic long-term view," according to Ms. Roth.
As the name Pine Haven conveys, theirs is a company that provides a place for such growth, a haven in which the seeds of wealth can be well-tended and protected.
In order to uphold the highest ethical standards, the independent Registered Investment Advisor charges a fee based on the percentage of assets that are managed. In this way the fees only rise when the account balances rise, eliminating the conflict of interest inherent in commission-based compensation.