“ A family of advisors for families at all stages and ages”
Haefling Wealth Advisory Group is a two generation team focused on supporting each of our client families to achieve what they want with their wealth. We are lead by the experience of Kelly Haefling who over the decades has helped families navigate their goals through all types of financial markets. And we are infused with the energy of Andrew Haefling who joined the team to focus on providing proactive advice and suitable financial solutions across all generations. We are completed by Beverly Dack who ensures we proactively serve our client families.

What sort of advice do families need? At Haefling Wealth Advisory, we develop strategies around your goals, including:

  • Instill confidence that you can retire with comfort and dignity through intelligent investing

  • Provide tax smart solutions for income in retirement

  • Design legacies so that your wills properly reflect wishes

  • Seek solutions for long term health care

  • Develop strategies for younger adults to save and protect for their future

  • Lead conversations with families to provide for better estate outcomes.

The Haefling Wealth Advisory Group uses their 75 years of combined financial services experience to take a family-first approach to Wealth Management across generations. 


We would like to thank all clients who have introduced friends and colleagues to us.  Our business practice continues to grow primarily through these introductions, and your trust in the value we provide is truly appreciated.