ABOUT
Haviland Aldridge Financial was founded in 2009 as a specialized corporate valuation firm dedicated to assisting lawyers, accountants, and business owners accurately assess enterprise value. Over the years, we have utilized our valuation and financial expertise to develop tailored investment portfolios that effectively meet our clients' needs. However, we quickly realized that even an effectively managed investment portfolio is only one necessary componet of a plan.
Today, we operate as a full service financial advisory firm, firmly believing in the importance of a comprehensive financial plan. Our goal is to provide clients with transparent, efficient, and goal-oriented financial strategies. We are committed to supporting individuals from the initial consultation through retirement, maintaining long-term relationships with our clients throughout their financial journeys.
Our personalized approach, combined with our proficiency in developing robust retirement strategies, begins with a thorough understanding of each client's distinct requirements. This allows us to offer customized solutions that differentiate us in the industry. We are dedicated to assisting our clients in achieving a secure financial future and take great pride in fostering lasting relationships built on trust and integrity. While life can be complicated, your financial plan doesn't have to be.
OUR TEAM
Meet the dedicated professionals behind Haviland Aldridge Financial.
Steven Goodman, MBA, NSSA
Wealth Advisor
Steve's analytical skills, financial expertise and passion for helping clients meet or exceed their retirement objectives is what drives Steve to stay abreast of current economic trends, investment options and connected with his clients.
Charleston Barkley III
Director of "Rollovers"
Charleston, who is more commonly referred to as Charles, is our honorary Director of Rollovers. He is always happy, upbeat, and smiling. His happy demeanor isn't just a façade, he loves to work on rollovers too. His favorite activity, besides eating steak, is rolling over 401(k)s into his favorite Purina Pro Plan.
Megan Young
Director of Marketing
Megan is an amazing and brilliant individual who helps Haviland Aldridge maintain a glowing and compliant presences through most social media channels. Haviland Aldridge and our clients glow in the radiance Megan shares.
Patsy Goodman
Director of Client Relations
Patsy is the shining light behind everything that is wonderful about Haviland Aldridge. Patsy takes pleasure in planning and hosting educational workshops and client appreciation events. Patsy has an uncanny ability of accurately remembering everyone she meets.