Purposeful Planning. Enduring Wealth.
Wealth Management Built Around You
We believe wealth management should feel personal, strategic, and deeply aligned with your long-term goals.
Our approach combines comprehensive planning, investment management, and ongoing guidance to help you navigate complexity with confidence.
Strategic Perspective
Research-Driven Insights
We design planning around your unique circumstances, integrating deep market research with a personal lens to ensure your strategy is both resilient
and intentional.
Personalized Guidance
Relationship-Centered Experience
A relationship-driven approach tailored to your goals, priorities, and values. We focus on the human element of wealth management, providing a trusted partner experience.
Long-Term Stewardship
Thoughtful Oversight
Thoughtful oversight that evolves alongside your life, family, and financial future. We provide enduring advisory relationships that simplify complexity without transactional pressure.
Strategies to help preserve and transfer wealth according to your wishes and values.
Guidance for equity compensation, business transitions, and complex compensation structures.
What Makes Us Different
There are a lot of financial advisors. Very few are built like this.
Truly Comprehensive Wealth Management
Most "advisors" handle one slice of your financial life. We handle all of it, for life.
Investments are just one piece. Real wealth management means coordinating your investments, tax strategy, retirement income, estate and legacy planning, insurance, and cash flow into a single plan, and then actually executing it, not presenting it once and filing it away. We don't hand you a binder and disappear. We build the plan with you, monitor it as your life changes, and sit beside you for every major financial decision over decades.
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Some firms manage your money. Some run a retirement projection. Some help plan for taxes. Few build all of these into a turnkey, tailored wealth management experience designed for the long run. Almost none stay in the relationship long enough to adjust the plan when life inevitably changes it.
Evidence-Based Investment Management
We don't guess, predict, or chase. We invest based on what decades of research actually prove.
Markets reward discipline and punish speculation. Our portfolios are built on the deepest body of academic and institutional research in finance. The same peer-reviewed, factor-based work recognized by Nobel laureates, not on hunches, hot stocks, or last quarter's headlines. We construct globally diversified portfolios engineered to capture the long-term, time-tested sources of return, then shape and diversify risk precisely around your plan using advanced factor investing and a disciplined blend of quantitative and fundamental analysis.
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The industry sells excitement. We engineer outcomes. Over a lifetime, the difference compounds.
Independent & Open Architecture
No proprietary products. No sales quotas. No menu we're forced to sell from.
We are an independent fiduciary, legally and ethically bound to put your interests ahead of our own, a standard we reinforce by holding the CFP® designation and its higher ethical bar. Because we answer to no one but you, our advice is genuinely unbiased, and our implementation stays fast and flexible. We operate on open architecture, which simply means the entire market is available to you: any strategy, any vehicle, any solution that is actually best for your plan—never a limited shelf of in-house products we're incentivized to push.
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At many firms, the "recommendation" was effectively decided before you walked in the door. Ours is decided by one thing: what's right for you.
Radical Transparency
We'll tell you what other advisors won't.
We treat clients the way we'd treat our own family, which means nothing is off limits. We'll show you exactly what you pay and exactly what we earn. We'll explain the hidden commissions, the buried conflicts of interest, and the quiet incentives baked into how most of the industry operates. We'll tell you what's actually sold versus what's actually good, what genuinely works versus what just sounds impressive, and fully explain where professional opinions may differ and why. Our goal is to be a singular source of truth and honesty for clients, in an industry that so often disguises it.
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Most of the financial industry profits from what you don't know. We built our firm on the opposite. Educating and advocating for our clients throughout their financial journey.
Who We Serve
Whether you're preparing for retirement, growing a business, advancing your career, or building wealth for the future, Hartman Private Wealth focuses on helping you make confident decisions and build lasting financial security.
You've spent decades building your wealth, and now you're transitioning from accumulating assets to creating a sustainable income stream. Retirement may bring questions about Social Security, healthcare, taxes, and how to confidently enjoy the lifestyle you've worked so hard to achieve. You want clarity and a plan that helps you make the most of this next chapter.Â
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You'll work directly with our founder, Alec Hartman, CFP, who works with you to design retirement plans that are stress-tested, not just hopeful — modeling income across decades, sequencing withdrawals to minimize a lifetime of taxes, and pressure-testing against the risks that actually threaten retirees. The goal is simple: permission to spend and live your life with confidence and financial clarity.
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Services Designed for You
→ Retirement Planning
→ Investment Management
→ Tax Planning
→ Estate Planning
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Find out if your plan can take a punch.
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When you own a business, personal and company finances are fused, and your largest holding is also the most concentrated and least liquid. Hartman Private Wealth plans for the business and the family as one system: structuring the company more tax-efficiently today, building diversified personal wealth, and preparing early for a succession or sale on your terms-- backed by institutional research and coordinated with your CPA and attorney.
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Services Designed for You
→ Business Owner Planning
→ Tax Planning
→ Retirement Planning
→ Investment Management
→ Estate Planning
→ Risk Management
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Build wealth that isn't trapped in your business.
Success has created new opportunities—and added complexity. Between equity compensation, concentrated stock positions, and competing priorities, you need a coordinated strategy that helps you optimize your wealth and make confident decisions.Â
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Hartman Private Wealth brings rigorous analysis to the most complex part of your wealth — modeling the tax and timing of every equity event, building a disciplined plan to diversify, and making sure every benefit you've earned is captured, all integrated with your broader plan.
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Services Designed for You
→ Employer Benefits & Equity Compensation
→ Tax Planning
→ Investment Management
→ Cash Flow & Liquidity Management
→ Estate Planning
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Make your compensation work as hard as you do.
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Your career is gaining momentum, your income is growing, and life is becoming more complex. Whether you're purchasing a home, growing your family, or beginning to invest seriously, you're looking for guidance to help turn today's success into lasting wealth.
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You'll work directly with our founder, Alec Hartman, CFP, to build the foundation right the first time — a real, integrated plan, not a product sale — with the same institutional research and open-architecture advice behind every Hartman relationship, from an advisor who intends to grow with you.
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Services Designed for You
→ Cash Flow & Liquidity Management
→ Investment Management
→ Employer Benefits & Equity Compensation
→ Risk Management
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Start now and let it compound.
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Guidance Built for the Long Term
Whether you're navigating a major transition, building lasting wealth, or seeking a more strategic advisory relationship, we're here to help.Â
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At Hartman Private Wealth, our role is to provide clarity, structure, and guidance so you can focus on what matters most-- all while knowing your financial life is being managed thoughtfully and intentionally.