About Us

Paige Johnson Roth founded Pine Haven Investment Counsel (PHIC) in the fall of 1999 in Portland, Oregon. Paige formed the business to pursue a lifelong dream of running a business and to follow her passion of assisting individuals in finding the financial independence that they desire. A goal in forming Pine Haven was to assist individuals and their families in gaining their desired financial independence through professional and personalized investment counsel.

In 2001, Paige moved Pine Haven and her family back to New England to be closer to her extended family. Pine Haven has groups of clients in the Pacific Northwest, California, and New England, as well as a few clients scattered around the United States. Paige particularly enjoys working with clients that are interested in sustainable investing, investing that matches their values as well as individuals that have inherited wealth early in their lives.

In July 2009, Kori Allen joined Pine Haven. Kori and Paige worked together at Western Pacific Investment Advisers and had often talked about joining forces as they share common values and philosophies. Additionally, their combined and complementary backgrounds provide clients a wide variety of experience to draw upon. This experience enables Pine Haven to meet the financial goals of their clients and to arrive at appropriate financial solutions for their clients' complex financial situations.

What is in a name?

The name Pine Haven Investment Counsel was selected for a multiple of reasons. In selecting a name, Paige had wanted to utilize a tree theme. In Portland, Paige worked extensively planting urban street trees with Friends of Trees. She had often compared the long-term vision needed to plant trees with investing. Both require optimistic long-term views. Additionally, Pine Haven is the name of Paige's parent's house. This house is a wonderful large house overlooking the ocean. It has been in her mother’s family since 1914 and has been the location of many a family gatherings over the years and to me is an example of family stewardship through excellent planning and investing over the years. And of course the word haven implies a safe place.

Why Fee Based?

We have chosen to be a Fee Based Investment Adviser as we believe it best eliminates the conflict of interest inherent in commission based fees. The fee is based on a percentage of assets that are managed. In this way the fees only rise as the account balances rise - aligning the interests of the adviser with the client.

Why Hire Pine Haven?

Some of our client hire us because they have found managing their own investments is too time consuming or too complex and they want to delegate this aspect of their lives. Some have become dissatisfied with their existing advisor and others because they like our long term conflict free approach.

Pine Haven Investment Counsel, Inc.