High quality investments,
and peace of mind
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.
Wealth accumulation and management.
founder of Hathaway Financial.
A Different Approach.
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?
Fixed Transparent Fee Structure
Our interests are fully aligned. You’ll pay a flat transparent annual fee of 0.69% of your managed portfolio. There are no hidden fees. No kick-backs, no commissions.
Real-time Financial Advice
You can pick up the phone any time day or night and call, text or email us. 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)