Hartley Advisors is an independent investment advisory firm that helps people grow, preserve and manage their wealth. We're a boutique, family-owned and operated business built on trust, integrity and a commitment to help you reach your financial goals. Since 2003, Hartley Advisors has been providing investment management services to individuals, families and businesses.
Our team of financial advisors has over 65 years of combined investing experience. As a Registered Investment Advisor, Hartley Advisors is a fiduciary that always acts in your best interest. We provide objective, unbiased advice that's customized to your unique situation. To further align our interests we personally invest in the same securities we recommend.
Our team of financial advisors has over 65 years of combined investing experience. As a Registered Investment Advisor, Hartley Advisors is a fiduciary that always acts in your best interest. We provide objective, unbiased advice that's customized to your unique situation. To further align our interests we personally invest in the same securities we recommend.
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Hartley Advisors was founded by Ken Hartley, a family steward that retired at the age of 49 from a career in management consulting at IBM and PricewaterhouseCoopers. As part of his early retirement package, Ken received a large lump-sum of money that he needed to live on for the rest of his life. Up to this point he was a do-it-yourself investor with a lot of experience and success investing in the market.
Ken is the President of Hartley Advisors and has held this position since the firms' inception in 2003. Ken founded Hartley Advisors after a 20-year career as a Partner for IBM Business Consulting and PricewaterhouseCoopers Consulting ("PWCC") in their management consulting practices. He brings over 45 years of investing experience to the firm.
Hartley Advisors helps individuals and families invest for a financially secure future. We create custom tailored investment portfolios that maximize investment returns consistent with your financial goals and objectives. We'll design and manage your unique portfolio based on your entire financial picture with a relationship that's responsive, attentive and personal.
We are fiduciary advisors that operate with a legal and ethical obligation to put your interests first. Our team has over six decades of experience investing throughout multiple business cycles with investment management as our sole focus and retirement investing in stocks and bonds as our niche. Our advisors are also the firm owners so we focus on forging deep, personal relationships and have a strong sense of accountability to our clients.
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Katelyn C.
Oct 07, 2018
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