A complete list of active advisors currently associated with Hale Financial Solutions, LLC

Warmer can help you find a great advisor at Hale Financial Solutions, LLC or one who fits your needs even better.

Hale Financial Solutions serves individuals and families and also provides investment advisory services to municipalities, small businesses, and corporate clients. Its offerings include discretionary portfolio management, retirement-plan advisory for small employers, and financial planning delivered as either a one-time engagement or on an ongoing basis. The firm primarily follows a passive, asset-class approach, building portfolios from index mutual funds and exchange-traded funds and creating individualized investment policies based on clients’ goals, time horizons, and risk tolerances. It may implement client accounts through a digital wealth platform (Betterment for Advisors) or through institutional custodians and conducts periodic reviews to confirm suitability and any client-imposed restrictions. Noteworthy aspects of the firm include its provision of educational seminars and speaking engagements for groups, which the brochure describes as purely educational and sponsored by event hosts. The firm’s service mix—combining passive portfolio management, use of third-party digital platform sub-advisors, and municipal investment advisory work—differentiates it from many peers.

To learn more about the advisors currently working at Hale Financial Solutions, LLC, 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.

Name	Location	Years of experience
Timothy Hale	Afton, WY	12

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