A Financial Advisor with a passion for client results

High quality investments. No commissions.

Are your goals clear? Are you on the path to Financial Freedom?

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What we do?

Financial Planning

We set your goals and track progress to your long-term financial freedom. Sophisticated software enables us to track detailed cash flow and investment analysis years into the future.

Investment Management

We’ll build a diversified strategic portfolio serving you for the long term. Your money and investments will be optimized for you.

Financial Advice

We are only a phone call away. Our relationship is ongoing and we check on progress and advise on all events that touch your finances.

Stock Plans – Options – RSU’s – ESPP – College Savings – Charitable Giving

401k – Insurance – Estate Planning – Trusts –

Small Business Retirement Plans – 10b 5-1 planning

Why HathawayFinancial?


Your interests are first. No insurance products or annuities being sold here! We are fee only, transparent, no commissions and no hidden incentives.

Maximize your Returns

Our mission is simple. Maximize your returns. High-quality investments. No commissions. No loads. Low fees. MAX return.

Expert Advice & Planning

When you join HF you also receive unlimited access to sophisticated financial planning and advice on all topics finance.

Contact me for a free no obligation consultation.