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How does the advisor help clients – Key Takeaways:
HAWLEY ADVISORS offers comprehensive financial services to its clients, utilizing their team of knowledgeable and experienced financial advisors. The firm prides itself on providing personalized solutions tailored to each client’s unique goals and objectives.
Some key takeaways of how HAWLEY ADVISORS helps its clients include:
- Creating customized financial plans to help clients achieve their long-term financial goals
- Implementing a holistic approach to financial planning, incorporating all aspects of a client’s financial life
- Regularly reviewing and updating client portfolios to ensure they remain aligned with their objectives and risk tolerance
- Offering ongoing support and guidance to clients, helping them make informed financial decisions
Facts and Insights
For over 25 years, HAWLEY ADVISORS has been providing quality financial services to individuals, families, and businesses. The firm has a commitment to staying current with industry trends and developments, ensuring their clients receive the most up-to-date financial advice.
The firm also values transparency and clear communication, always keeping their clients informed and involved in the decision-making process.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 25 years |
Financial Services Offered
HAWLEY ADVISORS offers a wide range of financial services to its clients, including but not limited to:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Insurance planning
- Business planning
Client Types
The firm serves a diverse group of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Retirees
- Trusts and estates
- Non-profits and foundations
Fees & Compensation
HAWLEY ADVISORS operates on a fee-only structure, meaning they do not earn any commissions or sell any products. This approach allows the firm to always act in their clients’ best interests, free from any conflicts of interest.
The firm’s fees are based on a percentage of assets under management, ensuring that their interests align with their clients’ success.
Background
HAWLEY ADVISORS was founded in 1995 by John Hawley, a renowned financial expert with over 30 years of experience in the industry. The firm was built on the principles of trust, integrity, and commitment to client success.
The team at HAWLEY ADVISORS includes highly-educated and experienced financial advisors who are dedicated to providing exceptional service to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, HAWLEY ADVISORS is required to disclose certain information to potential and existing clients. These disclosures may include any conflicts of interest or disciplinary actions taken against the firm or its advisors.
Interested individuals can find this information on the firm’s Form ADV, which is available on the Securities and Exchange Commission’s website.