Devon Rauth

Advisor at North Haven Financial LLC

Updated today
North Haven Financial LLC logo

Firm

North Haven Financial LLC

Location

Freeport, ME

Credentials

CFP®

Industry experience

< 1 year

About

Retirement Planning is what we do best. We specialize in developing custom income solutions and tax strategies for your retirement. We started North Haven Financial because we see a great need to help people achieve financial security so they can live their best lives with peace of mind. If you are approaching retirement or have recently retired, the need for a clear financial plan has never been greater. We want to simplify the important decisions you have to make so you can achieve confidence and financial security in a way that supports a fulfilling, meaningful life. We do not sell products or make commissions. We offer retirement planning, tax planning, and investment management, with a focus on retirement income.

  • Tax Planning
  • Health Insurance Planning (Medicare, ACA)
  • Social Security Claiming Strategies
  • Proactive Aging & Long-Term Care Planning
  • Estate Planning
  • Withdrawal Strategies / Pension Payout Options
  • Guaranteed Income Strategies
  • Charitable Giving Check out our services page for more details on how we can help you achieve your retirement aspirations.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Income planning General tax planning

Demographic focus

Baby Boomers (Born 1946-1964)

Fee options

AUM

.6%

Flat

$4,800

Other

After an initial engagement fee of $3,000, the annual financial planning fee is $4,800. The Investment Management fee for this service is 0.6%. See the website for additional pricing details: https://www.northhavenfinancial.com/pricing

Work history

North Haven Financial LLC

2023 - Present (3 years)

Wayfair, LLC

2016 - 2023 (7 years)

Merrimack College

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Mike R

CFP®, RICP®

Suffield, CT

North Haven Financial LLC

Retirement Planning is all we do. We specialize in developing custom income solutions and tax strategies for your retirement. We started North Haven Financial because we see a great need to assist people in achieving financial security so they can live their best lives with peace of mind. If you are approaching retirement or have recently retired, the need for a clear financial plan has never been greater. We want to help you achieve confidence and financial security in a way that supports a fulfilling, meaningful life. We do not sell products or make commissions. We offer retirement planning, tax planning, and investment management, focusing on retirement income. - Tax Planning - Health Insurance Planning (Medicare, ACA) - Social Security Claiming Strategies - Proactive Aging & Long-Term Care Planning - Estate Planning - Withdrawal Strategies / Pension Payout Options - Guaranteed Income Strategies - Charitable Giving Check out our services page for more details on how we can help you achieve your retirement aspirations.

Income planning General retirement planning General tax planning Baby Boomers (Born 1946-1964)

Sean P

Series 66

East Longmeadow, MA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Doctor or Medical Professional Educators, Teachers, and Academics

Nithin E

Series 66

Springfield, MA

Merrill

Nithin Eranezhath is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Nithin has been serving a global clientele since 2008, including affluent individuals, families, and business owners. He employs a goals-based approach to wealth management that begins with understanding each client’s specific objectives and developing tailored strategies to build, manage, and preserve their wealth. His expertise encompasses areas such as retirement planning, family wealth management, legacy planning, philanthropic giving, and socially responsible investing. Prior to joining Merrill Lynch, Nithin was a financial center manager with Bank of America and has management experience across hospitality, retail, and financial services. He has lived and worked in four countries, broadening his global perspective. Currently, he is part of a three-advisor wealth management team with a combined experience exceeding 60 years. Nithin is committed to building long-term relationships that foster open communication and provide clients with tailored financial guidance beyond traditional portfolio management. Nithin earned his bachelor’s degree from the Institute of Hotel Management. Outside of his professional role, he and his wife, Nancy, actively engage in volunteer efforts through their church, supporting local and international communities. His personal interests include cooking, fishing, traveling, spending time with family, and watching movies.

Wealth management Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer College savings (529s, UTMA, etc.)

David C

CFP®, ChFC®, Series 63, Series 66

West Simsbury, CT

Fidelity

David Chapin is the Vice President, Wealth Planner at Fidelity, a role he has held since 2025. In this position, he partners with individuals and their families to co-create financial plans tailored to their unique needs. Prior to this, he worked as a Financial Consultant at Fidelity Investments in 2025. His experience also includes serving as a Senior Wealth Advisor at Citizens Securities from 2023 to 2024 and as a VP Financial Consultant at Charles Schwab from 2017 to 2023. David's professional background encompasses roles focused on wealth planning and financial consulting, reflecting his expertise in developing financial plans that simplify clients' financial lives. Outside of his work, he enjoys camping, family activities, fitness, hiking, and outdoor adventures.

Wealth management

Harry M

Series 66

Springfield, MA

Merrill

Harry Miller is a financial advisor with Merrill Lynch Wealth Management in Springfield, Massachusetts. He transitioned into financial planning after several years as an engineer leading teams in the food manufacturing industry. With an MBA from the University of Massachusetts, Harry applies skills in problem-solving and attention to detail to assist clients in making informed financial decisions. Harry’s areas of expertise include divorce transition planning, employee benefits planning, investment consulting for defined contribution plans, personal retirement planning, socially responsible and ESG investing, and tax minimization. He holds several professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). A Western Massachusetts native, Harry lives in the region with his wife and their five-year-old Siberian husky, Rocko. Outside of work, he enjoys playing guitar, golfing, hiking, cooking, and spending time with family. He is also involved with community efforts through Revitalize CDC.

General retirement planning Social Security optimization Wealth management ESG / Sustainable investing General tax planning

Natalie C

Series 63, Series 65, Series 66

Springfield, MA

Merrill

Natalie Connelly is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch Wealth Management in 2016 and brings experience from her previous roles at Voya Financial, where she worked in relationship management and financial planning. Natalie collaborates closely with her team on business development, marketing, relationship management, and client planning. Her client service areas include college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management, and retirement income. Natalie holds a Bachelor's Degree from Westfield State College and maintains several professional designations, including Chartered Retirement Plans Specialist (CRPS), Chartered Retirement Planning Counselor (CRPC), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA). Drawing on her personal experience as a divorcee, she provides specialized guidance to clients navigating the financial and emotional impacts of divorce, working collaboratively with their attorneys to assess both short- and long-term consequences. Outside of her professional work, Natalie is involved with the West Springfield Rotary Club and participates in youth sports booster clubs. She resides in West Springfield, Massachusetts, with her two children, who are active in various sports. Natalie enjoys cooking, gardening, reading, traveling, and spending time with her family.

General retirement planning Retirement income strategy Divorce financial planning College savings (529s, UTMA, etc.) Women Professionals Women's Finance Parents
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")