Helping You Make Smart Financial Decisions
Feel confident about your future, and live the life you want.
At Hart Wealth Management, we’re an independent, fee-only fiduciary firm. That means we sit on the same side of the table as you — no commissions, no hidden agendas, just advice you can trust.
Our mission is simple: to give you clarity, confidence, and a plan for your financial future.
Our Services
We provide comprehensive, personalized strategies built around four pillars of wealth management:
Financial Planning & Investment Management
CFP®-aligned financial planning that covers retirement, cash flow, education, risk management, and disciplined portfolio management. Your plan adapts as your life evolves.
Tax Planning & Preparation
One of Hart Wealth Management’s key differentiators. As licensed CPAs, we integrate proactive tax strategies that align with your investments and financial plan. Hart Wealth Management implements these tax strategies through professional tax return preparation — so you keep more of what you earn.
Estate & Legacy Planning
Coordinated strategies to review wills, trusts, and wealth transfer plans, ensuring your family and legacy are protected while minimizing unnecessary taxes.
Career & Business Planning
Specialized guidance for professionals and business owners, including stock options, retirement plans, farm and real estate strategies, and succession planning.
Our Process
We believe financial planning isn’t a one-time event — it’s an ongoing relationship.
Discovery & Consultation
We learn what matters most to you and define your goals.
Plan & Development
We build a personalized financial strategy aligned with your objectives.
Implementation & Ongoing Guidance
We implement the recommended plan, monitor progress, adapt as life changes, and provide proactive support year after year.
Your Path to Financial Confidence Starts Here
Fee-only Fiductiary
Independent advice, always in your best interest.
Tax Expertise
Planning and preparation integrated into your financial life.
Comprehensive Approach
Covering every stage of your financial journey.
Personal Relationship
We know your story, not just your numbers.
Your Path to Financial Confidence Starts Here.
Schedule a consultation today and take the first step toward clarity, confidence, and peace of mind.
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