Mary Haverly is the founder of Áine Private Wealth, LLC, as well as an advisor with a decade and a half of experience in the financial services industry. Starting her career with Smith Barney, she went on to work at JP Morgan for more than a decade as a private client advisor. She then branched out to start her own company to secure her independence and give her greater opportunities to stand at her clients’ sides when offering her advisory services. Mary currently holds through LPL her Series 7 and 66 licenses as well as her life, health and long-term care license.
At Áine Private Wealth, LLC, Mary provides holistic financial and retirement planning services to individuals and business owners looking to expand both their knowledge base as well as their asset level while still seeking to protect everything they’ve worked so hard to build. “My goal is to help my clients plan for and reach financial freedom,” she says. “While that will look different for everyone, to me, it means the flexibility to pursue your unique objectives and live the lifestyle you’ve always wanted. I have access to a myriad of tools to help you do just that, but I’m also looking to go beyond product sales and one-time interactions and develop our relationship into a valued partnership throughout your life.”
Mary also aligns herself directly with her clients’ success in a fiduciary capacity, which gives her the opportunity to tend to the unique needs of each client. “By observing and adhering by the fiduciary standard, I want my clients to know that I will always act in their best interests, and I will disclose all relevant details regarding how I’m compensated and how I have come to specific recommendations,” she says. “I take a lot of time to research what I believe to be the best and most advantageous strategy and approach for each client, and I make sure it’s customized to their individual goals and circumstances. I’ve found that this is the best way to not just establish confidence in our partnership but also grow what traditionally turns into a friendship.”
Her experience and extensive knowledge of economic principles and market conditions are typically what she relies on when creating tailored plans for her clients. Her background extends beyond financial services and into the financial industry. From banking to real estate lending to investing, she has seen nearly every side of the business, exposing her to a litany of problems as well as techniques to help solve them. She is also a graduate of Beloit College in Wisconsin where she studied political science and classical civilization, giving her a finger on the pulse of the political system as well as how upcoming legislation may affect her clients’ ability to retire confidently, help shield themselves from excessive taxation and efficiently run their businesses.
Born and raised in Northern Illinois, Mary holds the area extremely close to her heart. “I believe in working to pursue independence for my clients because of my ties to the area. I have clients throughout the United States, but working face-to-face with those I grew up with gives me the opportunity to understand their goals, their current circumstances and their desired lifestyles,” she says. “Furthermore, one of our goals is to build a more empowered and informed community. I named our company ‘Áine Private Wealth’ after the Celtic goddess of wealth, sovereignty and the summer, and those are the things I want to bring to every one of our partners: prosperity, the freedom to pursue their desired lifestyle, and the warmth that comes with pursuing a significant goal.”
Mary enjoys spending her free time with a good book, in her backyard, at volunteer events at her children’s school, at a sporting event or attending church. With her family and her community being so important to her, she’s now proud to offer the same care to those around her, looking to shepherd families and business owners to financial success. She also feels fulfilled running her own independent firm and being able to offer client-centric, goal-oriented strategies.
”Your wealth should be as plentiful as your dreams. We’re here to help you create an efficient strategy to reach your ideal destination.”
— Mary HaverlyStart Your Journey with Áine Today.
Financial & Retirement Planning
Goal-Oriented Wealth Management
Legacy & Estate Planning
College & Educational Saving
Tax-Mitigation Strategies
Business Development Initiatives
Our Services
As a holistic financial services firm, we are your all-encompassing and comprehensive partner in your endeavors. That means standing at your side to preserve what you’ve worked so hard to build and feeding your aspirations of a more luminous tomorrow. With our team’s experience in this industry, we also have access to exclusive tools as well as the wherewithal to construct a custom course of action that clearly outlines a path toward your unique objectives. We believe that a ladder exists that allows you to climb to your ideal vision and lifestyle, and we’re here as your steady guide toward that desired outcome. Here are just some of the ways we can be of assistance.
Contact Us
We believe development begins with discourse, and we’re ready to begin the conversation that can start your journey toward financial autonomy. If you’re prepared to cultivate growth within your personal plan or your business’s path, we’d be thrilled to be your partner. Please fill out our form with as much information as possible, and we will be in touch with you shortly.
Address:
6653 Weaver Rd., Ste. 101
Rockford, IL 61114