Home – BACKUP 8MARS2020 | Hathaway Financial

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

Set your goals and track progress to your long-term financial freedom. Sophisticated software enables us to track your detailed cash flows 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

Call, text or email any time. 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

Wealth accumulation and management.

“Not here to only manage wealth, but to help you create it through smart investing.”

Sean

founder of Hathaway Financial.

A Different Approach.

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?

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.

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.