Quality Investments 

High quality and low cost investments. What does that mean? You want the best investments for the long term with the lowest fees. It seems obvious, but it's not as common as you'd think. Many advisors will put you in funds that charge high fees and regularly perform poorly against industry benchmarks. Did you know index funds cost 10x less than industry average and regularly beat active managers?

At HathawayFinancial we craft your individualized portfolio using index funds from Schwab, Vanguard, BlackRock and other reputable firms.

Fixed Transparent Fee Structure

We ensure that our interests and your interests are aligned.There should be no hidden fees. No kick-backs and no commissions. Ex. some advisors will pedal you insurance products or complex annuities, and you can be certain they are being paid on the back-end. Since I started HathawayFinancial, I've been charging a flat transparent fee of 0.90% of Assets Under Management (also known as AUM). The fee is lower as your assets grow.

Real-time Financial Advice

Any decent financial advisor will be a phone call, text message away or email away. That is us. Real-time answers.

Independent and Objective

HathawayFinancial is a registered RIA and therefore we are required to put your financial interests first as your legal fiduciary. Arguably, this is the most important element of selecting an Advisor: they need to be independent, objective and conflict free. Most are not. Many advisors are commissioned by steering their clients to specific investments or selling them insurance and annuities.