A complete list of active advisors currently associated with Dan Hassey Investment Advisory

Warmer can help you find a great advisor at Dan Hassey Investment Advisory or one who fits your needs even better.

Dan Hassey Investment Advisory provides customized, discretionary investment management to individual clients, with a stated focus on retirees and those approaching retirement. The firm manages retirement and taxable accounts, requires a $50,000 minimum, and reports roughly $1.8 million in assets under management across a small client base. The adviser uses a combined top‑down and bottom‑up approach, assessing economic and market cycles while selecting undervalued, dividend‑paying equities, ETFs and mutual funds using valuation, dividend metrics and chart analysis to set entry and exit points. It also incorporates options strategies — including hedging with deep out‑of‑the‑money call options and writing cash‑secured puts and covered calls — to pursue income and manage portfolio risk. Notable for a solo, state‑registered adviser of this size, the firm routinely discloses that the adviser’s personal accounts will often hold the same positions as client portfolios and that trades may be aggregated into block orders executed through Interactive Brokers. The firm provides investment management only (no financial planning), generally leaves proxy voting to clients, and has filed an initial Form ADV describing these practices and the adviser’s multi‑decade industry experience.

To learn more about the advisors currently working at Dan Hassey Investment Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.