About Haven
From Turning Wrenches to Turning Financial Goals into Reality
I’m Tom Kelly, founder of Haven and a Certified Financial Planner®.
I supported myself through college and graduate school working as an auto mechanic, eventually completing my MS in Finance. That experience taught me discipline, patience, and the value of solving problems the right way.
After grad school, I started my career in brokerage trading, working with high-net-worth clients and learning the ins and outs of the markets at a fast pace. From there, I moved into financial advising, where I discovered my true calling: helping people directly with their financial lives.
In early 2024, I earned the CFP® certification, the gold standard in financial planning, and launched Haven to deliver straightforward, personal advice built for real life.
Why Haven
Clear guidance, not jargon – Advice that makes sense, not financial buzzwords.
Problem-solving mindset – Like fixing an engine, good planning starts with diagnosing the real issue.
Personal approach – Every client’s journey is unique, and every plan should reflect that.
Let’s Build Your Financial Roadmap
Whether you’re planning for retirement, investing with purpose, or simply looking for clarity around your money, I’d love to help.
(919) 791-8884
tom.kelly@investwithkim.com
Ready to Take Control of Your Financial Future?
We’re here to help you make informed decisions about your finances. Schedule a complimentary consultation today.