A complete list of active advisors currently associated with Hahn Financial Group

Warmer can help you find a great advisor at Hahn Financial Group or one who fits your needs even better.

Hahn Financial Group is a fee‑based investment adviser managing about $188.7 million for roughly 1,846 clients through a nine‑advisor team. The firm serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and retirement and profit‑sharing plans, providing ongoing portfolio management, financial planning, and related advisory services. HFG generally delivers discretionary asset management guided by documented investment policy statements and periodic account reviews, using a mix of fundamental, technical, charting and cyclical analysis depending on client objectives. The firm also uses sub‑advisors and offers specialized support for endowments and qualified retirement plans, including limited‑scope ERISA 3(21) services and committee education. Noteworthy distinctions include the firm’s practice of distributing newsletters and periodicals to clients at no charge, a service that is relatively uncommon among comparable teams, and an affiliated insurance agency business — with senior advisors devoting material time to selling insurance products for commissions — which the brochure discloses as a potential conflict of interest. The brochure also notes the firm is 100% employee‑owned through an ESOP trust and may engage third‑party managers for some client accounts, details that differentiate its organizational and service model from many peers.

To learn more about the advisors currently working at Hahn Financial Group, 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.