Eves&Haines Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,862,154
Total clients
20
25% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
10
Average account size
$243,108
About
Eves&Haines provides integrated financial planning and ongoing investment advisory services to individuals, personal trusts and estates, and select foundations and endowments. The firm implements client strategies through custodial accounts and delivers continuous portfolio supervision, including development of an Investment Policy Statement and regular monitoring and rebalancing.
The firm’s investment approach emphasizes strategic asset allocation grounded in academic research and macroeconomic analysis, combining ETFs and value equities with short- and intermediate-term fixed income. It maintains two specialty offerings—tax-advantaged municipal and high-yield corporate bond portfolios and ETF-based portfolios that use technical analysis and portfolio optimization—and actively manages accounts against client objectives and market conditions.
A noteworthy feature is the firm’s affiliation with a sister company that distributes life insurance and fixed/indexed annuities; the firm discloses it receives commissions for those products and devotes a portion of its resources to the insurance business while stating policies to disclose and mitigate related conflicts. Operating with a small, two-advisor team, the firm also emphasizes low-cost execution through a low‑transaction‑cost custodian and occasional use of soft‑dollar research, distinguishing its operational model from many peers.
Client services
Expertise
Fee options
Financial planning fees: $1,499 for accounts $0 - $249,999; $625 for accounts $250,000 - $999,999; Free for accounts $1 Million and above.
$0 - $999,999: 0.65% $1,000,000+: 0.50%
Commissions received from life insurance and fixed/indexed annuities only, not from securities.
$120/hour
Account minimum: $50,000
Main office location
Eves&Haines Wealth Management
4627 W. 20 Th St Rd, Suite B
Greeley CO 80634, United States
Number of offices
1
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
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")