Business Details
20 Years
experience
Trusted Fee-Based Financial Advisors in Eugene, OR
Hathaway Financial Services was founded in 2006 by Patricia Hathaway, a CERTIFIED FINANCIAL PLANNER and Accredited Investment Fiduciary with over 18 years of dedicated experience. As a registered investment adviser under Horizons Sustainable Financial Services, our firm specializes in comprehensive financial planning and investment management tailored to individual values. We pride ourselves on operating as fiduciaries, ensuring our clients interests remain our highest priority. Our expertise spans life planning, retirement strategies, college funding, and estate planning, with a distinct focus on socially responsible investing. By integrating clients financial goals with their personal values, we construct diversified portfolios that reflect their ethical priorities while maintaining prudent risk management.Our hourly consulting services offer flexibility, and our commitment to transparency is evident in our fully disclosed fee structure. With access to custodial services through Charles Schwab & Co. and Folio Institutional, we provide robust investment solutions. Our affiliations with the Social Investment Forum and Co-op America underscore our dedication to sustainable finance. We serve clients nationwide, maintaining strict compliance with federal regulations, and remain committed to enhancing financial literacy through personalized education and support.
Services
Financial Planning
Investment Management
Retirement Planning
College Funding Strategies
Estate Planning
Socially Responsible Investing
Tax Planning
Insurance Analysis
Cash Flow Management
Portfolio Diversification
Details
- Year established: 2006
Highlights and features
- We are fee-based CERTIFIED FINANCIAL PLANNERS with 18 years of experience.
- Our expertise in Socially Responsible Investing aligns portfolios with client values.
- We operate as fiduciaries with a higher standard of client care.
- Hourly consulting services provide flexible, needs-based support.
- Our SEC-registered status ensures regulatory compliance and transparency.
Associations and certifications
- Certified Financial Planner (CFP)
- Accredited Investment Fiduciary (AIF)
- Registered Investment Adviser (SEC)
Services
Financial Planning
We develop comprehensive financial plans integrating life goals with investment strategies. Our process aligns assets with retirement objectives, college funding needs, and risk tolerance. Clients receive customized roadmaps detailing cash flow optimization, tax efficiency, and estate considerations while ensuring plans remain adaptable to life changes.
Investment Management
Our investment approach combines modern portfolio theory with socially responsible criteria. We construct diversified portfolios using ETFs, mutual funds, and individual securities tailored to clients time horizons and ethical priorities. Ongoing monitoring ensures optimal asset allocation and tax-efficient harvesting of gains.
Socially Responsible Investing
We specialize in creating ESG-compliant portfolios that reflect clients values without compromising returns. Our strategies include shareholder advocacy, negative screening, and impact investing in sustainable sectors. Regular reporting demonstrates how investments align with social and environmental goals.
Retirement Planning
We analyze Social Security optimization, pension elections, and required minimum distributions. Our plans quantify retirement expenses, tax implications, and sustainable withdrawal rates while incorporating healthcare costs and legacy goals through strategic account sequencing.
Estate Planning
Our planning identifies gaps in current documents, evaluates beneficiary designations, and recommends appropriate legal structures. We coordinate with attorneys to implement trusts, charitable vehicles, and strategies minimizing estate taxes while ensuring smooth intergenerational wealth transfer.
People
Patricia Hathaway
Owner - CFP
Patricia Hathaway is a Certified Financial Planner and Accredited Investment Fiduciary with 18 years of experience. She holds a B.S. in Chemistry from UC Berkeley and previously served as FPA Mid-Oregon President. Her practice emphasizes socially responsible investing and comprehensive financial planning.
Questions
What services does Hathaway Financial Servicess offer?
We provide financial planning, investment management, retirement strategies, college funding, and estate planning with a focus on socially responsible investing.
Are you a fiduciary financial advisor?
Yes, we operate under the fiduciary standard, legally obligated to prioritize client interests in all investment recommendations and financial advice.
Do you offer hourly financial consulting?
Yes, we provide hourly financial planning services for specific needs without requiring ongoing management commitments.
How does socially responsible investing work?
We use ESG screening, shareholder advocacy, and impact investing to build portfolios that align with your values while maintaining financial objectives.
Can you help with retirement income planning?
We create personalized retirement plans analyzing Social Security optimization, pension options, and sustainable withdrawal strategies tailored to your lifestyle goals.
What areas do you serve?
As a federally registered advisor, we work with clients nationwide while adhering to state-specific compliance requirements where necessary.
