Hathaway Financial

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High quality investments,

personalized planning

and peace of mind

for the long term.

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A Fiduciary and fee only Registered Investment Advisor.

Client investments executed thru Charles Schwab, Inc.

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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.

Financial Planning

We document and 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 tax efficient strategic portfolio serving you for the long term. Your money and investments will be optimized for you. Your investments are secure and custodied with Charles Schwab.

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

Do not leave your

finances to chance.

“I love to discuss the markets with clients. We talk about equities, fixed income and passive real estate opportunities.”

Sean

founder of Hathaway Financial.

A Different Approach.

Quality Investments

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.

Latest Technologies

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.