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Our Story

A Family Legacy in Finance

Our Founding Story

Our roots at Haeffner Wealth Advisors trace back to 1986, when my Dad laid the foundation for our firm. I joined this journey in 2008 but grew up surrounded by the world of finance well before then. In fact, the day I was born was also the day that my Dad passed his securities exam, marking the moment when I was quite literally born into this business.

Learn About Our Mission!

Building on Legacy and Embracing the Future

Haeffner Wealth Advisors: The Next Chapter

Our journey originally began in 1986 under the leadership of Joy Haeffner. In 2019, Matt Haeffner became the new president of the firm, then in 2022, we decided to officially re-brand as Haeffner Wealth Advisors. This decision was made to solidify our identity, ensuring that our valued clients could easily recognize the name they know.


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