Hartley Advisors

At Hartley Advisors, we're dedicated to providing trusted investment advice to individuals, families, and businesses. As an independent investment advisory firm, we've built a reputation on trust, integrity, and a commitment to helping our clients achieve their financial goals.

Founded by Ken Hartley, a seasoned management consultant with a passion for investing, our firm was established to provide a unique approach to investment management. With over 65 years of combined investing experience, our team of financial advisors is dedicated to providing objective, unbiased advice that's tailored to each client's unique situation.

Our mission is to provide long-term financial security and peace of mind to our clients. We believe that independent, conflict-free, and low-cost investment advice gives investors the most value, confidence, and peace of mind. As a fiduciary, we adhere to the highest standards of care and always put our clients' interests first.

Our Services

We offer a range of services designed to help our clients achieve their financial goals. Our experienced team provides investment management services, including portfolio creation, asset allocation, and ongoing monitoring and adjustments. We also provide financial planning services, including retirement planning, estate planning, and tax planning.

Our investment philosophy is centered around a long-term approach, focusing on preserving and growing our clients' wealth over time. We believe in diversification, using a mix of low-cost index funds and actively managed funds to create a balanced portfolio that's tailored to each client's risk tolerance and financial goals.

Why Choose Us

At Hartley Advisors, we're committed to providing a unique approach to investment management. We're a boutique, family-owned and operated business that's built on trust, integrity, and a commitment to helping our clients achieve their financial goals. Our team of financial advisors has over 65 years of combined investing experience, and we're dedicated to providing objective, unbiased advice that's tailored to each client's unique situation.

We're a Registered Investment Advisor, which means we're a fiduciary that always acts in our clients' best interests. We provide a simple and easy-to-understand fee structure with no hidden fees or surprises, giving our clients peace of mind and confidence in their investment decisions.

Our Commitment

At Hartley Advisors, we're committed to providing long-term financial security and peace of mind to our clients. We believe in building strong, lasting relationships with our clients, and we're dedicated to helping them achieve their financial goals.