Our Philosophy
At Haven Lane Advisory, we believe wealth is more than numbers on a return. It is a legacy to be protected, preserved, and positioned with intention. Our firm was created for individuals and families whose success demands more than routine tax preparation — it requires strategy, discretion, and a level of personal attention rarely found in financial services today.
Core Values
Discretion – Your privacy is paramount. Every relationship is handled with abolute & utmost confidentiality.
Exclusivity – We accept only a select number of new clients each quarter, ensuring every detail of financial world receives the care it deserves.
Legacy – Our focus extends beyond the present year. We design strategies that safeguard wealth for generations to come.
Excellence – Our standard is uncompromising. Every plan, every detail, every outcome is held to the highest measure of precision and quality
Our Approach
Unlike traditional firms, we do not serve everyone. Our private advisory is intentionally limited so we may serve the right clients with depth, precision, and foresight. By combining advanced tax strategy with a concierge‑level experience, we create not only financial efficiencies, but peace of mind and confidence for our clients and their families.
Leadership
Founded by a team of seasoned professionals with decades of experience in tax strategy, business structuring, and private wealth advisory, Haven Lane exists to provide a sanctuary of expertise for those who cannot afford to settle for 'average.'
Led by Lu Shoemaker, a trusted advisor to executives, entrepreneurs, and high‑net‑worth families, Haven Lane brings together technical mastery and a commitment to personal service rarely seen in today’s financial world.
Invitation
Haven Lane Advisory is not for everyone. Admission is by private application only, and openings are reviewed on a limited basis each quarter. If alignment exists, you will be invited to a private consultation with our advisory team.
