A Fiduciary and fee only Registered Investment Advisor.
Client investments executed thru Charles Schwab, Inc.
What You Can Expect.
Unlike 90% of financial advisors, we are a Registered Investment Advisor and we are required to act as your fiduciary and serve your best interests. We do not receive “kick-backs” from the funds we invest in.
NO Commissions – NO hidden incentives.
Do not leave your
finances to chance.
founder of Hathaway Financial.
A Different Approach.
We are obsessed with the highest quality lowest cost investments. Remember, you don’t just pay a fee to your advisor, you pay a management fee to the investment fund. We put you in ETF index funds that cost 10x less than industry average.
Fixed Transparent Fee Structure
We charge a flat transparent annual fee of 0.69% of your portfolio. VERY LOW. No hidden fees.
Real-time Financial Advice
We are always a phone call, text or email away on any question you may have. Want to invest in a start-up, refi your house, do some estate planning … just call.
Independent and Objective
We are fee only, no commissions, no selling insurance or annuities. We a a registered RIA and your legal fiduciary.
Cloud-based financial planning and forecasting software.
Your investments are secure at Charles Schwab, where the latest and greatest technology is utilized, including phone apps to see your investments real-time.
Founder and principal of HathawayFinancial.
Husband and father.
University of Oregon alum with majors in Accounting and Spanish. MBA from Berkeley.
CPA with 20+ years of Finance experience.
Big 4 Alum of Andersen and KPMG.
Formerly of Netflix and Lam Research.
Accounting, financial planning and analysis, including
Skier, Snowboarder, Cyclist, Golfer (in that order)