Jon Lapp, CFP®
I love helping retirees minimize taxes and maximize freedom!
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Serving Clients Nationwide
I love helping retirees minimize taxes and maximize freedom!
Areas of Focus
- Faith-Based Investing
- Investment Management
- Retirement Planning
- Social Security
- Taxes
About Jon Lapp, CFP®
Hi, I'm Jon Lapp. I founded Haven Financial Advisors to provide a unique and personalized planning experience for each client, especially during the critical transition into retirement.I have over a decade of financial industry experience, primarily helping individuals approaching or entering retirement. I specialize in crafting retirement plans that focus on preserving wealth, maximizing income, and reducing taxes so that you can enjoy your next chapter with peace of mind.
I believe that great financial planning is rooted in trust, education, and meaningful relationships, which is why I take the time to truly understand your story, priorities, and values. I also enjoy offering values-based investment strategies, helping you steward your assets with intentionality that goes beyond numbers on a page.
I hold a degree in Business Administration from Messiah College. I live in Lancaster with my wife Kristyn, and we are thoroughly enjoying the adventure of raising our daughters Avery and Emma. Outside the office, you’ll find me enjoying time with family, attending Mission Church, cheering on the Philly sports teams, or out on the golf course or trout stream.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
256 S. Esbenshade Rd. Manheim, PA 17543
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch. Our process typically starts with a no-cost, one hour introduction meeting. The objective of this conversation is to get to know you and your personal and financial goals, which we can help you clarify. We will also review your current financial situation, to get the full picture of where you are at today. I look forward to speaking with you.Offers Investment Management
Yes
About Haven Financial Advisors
At Haven Financial Advisors, we believe financial planning deserves more than one-size-fits-all advice.As a boutique firm, we offer the personal attention and high-touch service that larger institutions often promise, but rarely provide. Our clients value the peace of mind that comes from working directly with an advisor who knows their story, their goals, and their concerns.
We specialize in guiding individuals and families as they prepare for and transition into retirement. From investment management to tax optimization, income planning, and estate planning decisions, we’re here to help you navigate this next chapter with clarity and confidence.
Our Services
✔️ Holistic Financial Planning
✔️ Wealth Management
✔️ Retirement Planning
✔️ Tax Planning
At Haven, you’re never just an account number, you’re a relationship we’re committed to serving for the long term. Our firm acts as a fiduciary, meaning we will always do what is in your best interest. We are compensated on a fee-only basis, and do not recommend products that we receive commissions for.
Education
Messiah University, Bachelor's degree, Business Administration
Hobbies and Interests
- Baseball
- Church
- Family
- Fishing
- Football
- Golf
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Christians
- Living in Retirement
- Parents
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