Is Hartley Advisors by appointment only?

No, Hartley Advisors is not by appointment only.

Specialties

Hartley Advisors is an independent investment advisory firm that helps people grow, protect 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 60 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 is customized to your unique situation. To further align our interests we personally invest in the same securities we recommend. Our mission is to provide you with long-term financial security and peace of mind.

History

Established in 2003.

Hartley Advisors has been a Registered Investment Advisor since inception of the firm.

Meet the Business Owner: Ken H.

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 Senior Partner for IBM Business Consulting and PricewaterhouseCoopers Consulting ("PWCC") in their management consulting practices. He brings over 45 years of personal investing experience and 30 years of industry experience to the firm. During his tenure at PWCC, he was the high tech and industrial products industry leader where he worked closely with C-Suite executives of Fortune 500 companies. He was also recognized in the National Register's Who's Who in Executives and Professionals. Ken holds a B.S. in Business Administration from LaSalle University and a MBA from LaSalle University. He also completed the Global Strategy Executive Program at Harvard University and is a Series 65 licensee.