A complete list of active advisors currently associated with Hanley & Associates LLC
Warmer can help you find a great advisor at Hanley & Associates LLC or one who fits your needs even better.
Hanley & Associates serves individual investors — including high-net-worth and non‑HNW clients — as well as small business owners and corporate pension and profit‑sharing plans. The firm provides financial coaching and consulting, retirement‑plan fiduciary reviews, investor education workshops, monitoring of mutual funds and 529 plans, and introduces clients to a third‑party portfolio manager for asset management. The firm operates primarily in a non‑discretionary capacity: it helps clients set investment policy and acts as a liaison and co‑advisor while a recommended third‑party manager implements model portfolios that follow Modern Portfolio Theory with periodic rebalancing. Hanley & Associates conducts regular account reviews, offers limited authority arrangements to implement client instructions, and does not exercise discretionary trading authority over Matson Money accounts. Noteworthy features include regular no‑cost educational seminars and participant classes for retirement plans and a consultative fiduciary analysis offering for plan sponsors, services that are less common among peers. The firm also discloses that a principal is licensed to sell insurance and may receive commissions on insurance products, a potential conflict the firm describes and addresses in its policies.
To learn more about the advisors currently working at Hanley & Associates 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 |
|---|---|---|
Pittsfield, MA
| 18
| |
Pittsfield, MA
| 2
|
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