Brad’s Approach
Brad Haverback
CFP®
Financial Advisor / Member Owner
Overview
Brad Haverback serves as a financial advisor in our Cedar Rapids, Iowa, office, where he helps individuals and families navigate complex financial planning decisions. As a CERTIFIED FINANCIAL PLANNER® professional, Brad focuses on strategies such as wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, investment and insurance analysis, debt management, and education funding.
Brad began his career in financial services in 2010 and worked as vice president and partner at World Trend Financial until it joined Savant in 2022. His commitment to financial education extends beyond his clients as he coaches youth and high school sports and teaches financial literacy in area schools. In 2014, the Corridor Business Journal recognized Brad as a Forty Under 40 leader1, and he participated in the Cedar Rapids Metro Economic Alliance Leadership for Five Seasons program. In 2026, AdvisorHub named him to its “250 Advisors to Watch” ranking, earning him the No. 195 spot in the ranking2.
Brad earned a bachelor’s degree in business administration from Augustana College in Rock Island, Illinois, graduating cum laude. He and his wife, Kindel, have four children: Olivia, Kellen, Grant, and Quinn. Brad enjoys spending time with friends and family, traveling, playing basketball and golf, and cheering on sports teams at all levels.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
High-Net-Worth Divorce
Navigate the financial complexities of divorce with coordinated guidance across investments, tax planning, estate considerations, and wealth management.
Technology Professionals
Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.
University Wealth Management
Investment management and advisory services tailored to the unique needs of professors and other university professionals.
Education
- Augustana College
Bachelor of Arts in Business Administration, cum laude
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- Cedar Rapids Metro Economic Alliance Leadership for Five Seasons
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Year-End Tax Planning for Investors with Significant Wealth Video from Savant Wealth Management
Watch the video "Year-End Tax Planning for Investors with Significant Wealth" to learn expert strategies on tax planning….
Washington, Wall Street, and the Midterms: Separating Political Noise from Investment Fundamentals
What do the 2026 midterms mean for investors? Why staying focused on the long term can matter more…
Markets: Politically Agnostic, Not Immune to Uncertainty
Markets rallied after the 2026 midterms left Washington divided. Here’s what divided government and the lame-duck budget fight…
Year-End Giving Strategies for University Faculty and Staff
Gifting to family or charity this year? Learn what university professionals should know about 529 plans, QCDs, and…
Get Started!
Schedule a No-Obligation Introductory Call
Schedule a CallFind a Savant Location Near You
SearchDisclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
1 2014 Corridor Business Journal Forty Under 40 Cedar Rapids & Iowa City: This annual ranking was published in November of 2014 by the Corridor Business Journal. The Forty Under 40 awards recognize 40 leaders under the age of 40 who have made a significant impact in their business and community early in their careers. Honorees are chosen by a panel of past recipients who weigh equally business success and civic/philanthropic activities. Savant did not pay a fee to be considered for this recognition.
2 2026 AdvisorHub 250 Advisors to Watch: RIAs: This rating was published in June 2026 and was based on data from 12/31/24 to 12/31/25. AdvisorHub ranked financial advisors on a 100-pt scale in three categories. Scale: relative size of assets, production and quality of service; Growth: relative year-over-year change in assets, clients and production; and Professionalism: regulatory record, community involvement, mentorship and team makeup. Advisors must have at least $150m in AUM, seven years’ experience, two years at current firm and in good standing, and a clean regulatory record with two or fewer complaints and no significant judgments. Savant did not pay a fee to be considered for this ranking.
Methodology: https://www.advisorhub.com/resources/2026-advisors-to-watch/