An independent, boutique wealth management firm, built from the start to put clients first.
Hartman Private Wealth is an independent, boutique wealth management practice headquartered in Charlotte, North Carolina, serving clients across the country. We were founded with a straightforward mission: to deliver the highest quality fiduciary advice in a highly personalized, relationship-driven setting, where clients are known, not numbered.
Meet Alec Hartman, CFP®
Founder & Lead Advisor
Alec Hartman founded Hartman Private Wealth with a clear goal: to deliver the highest quality fiduciary advice and investment management in a deeply personalized, boutique setting.
His path began at the University of North Carolina at Chapel Hill, where he studied Economics. While still in school, Alec worked as a research analyst at Covenant Capital, a Charlotte hedge fund led by Jim Morgan, former President & CEO of Krispy Kreme. There, he began developing skills in security valuation and portfolio management, but the lesson that stayed with him had nothing to do with markets or spreadsheets. It was watching what it looks like to care for clients the way you'd care for your own family.
After graduating from Carolina, Alec moved to Boston to join McAdam Financial, a fast-growing Independent RIA, as a Wealth Advisor. It was there he began turning his passion for financial markets and research into something tangible: real advice and comprehensive financial plans for real families. He was promoted quickly—first to Senior Manager, where he mentored newer advisors and raised the quality of the advice they delivered, and then to Vice President, where he led the creation, implementation, and ongoing monitoring of client financial plans, built and maintained investment portfolios, and executed advanced planning strategies for clients.
In 2024, Alec came home. He returned to Charlotte to build the firm he always believed should exist—Hartman Private Wealth—a comprehensive wealth management practice capable of delivering exceptional advice and investment management in a highly personalized, relationship-driven setting, with ultimate transparency.
Outside the office, Alec is an avid musician. He enjoys playing and teaching guitar, citing music as “one of life’s most fulfilling studies”. A lifelong Charlottean, he is a loyal fan of the Carolina Panthers and the Carolina Hurricanes. When not with clients or playing music, you'll usually find him outdoors—hiking a trail, playing soccer, fishing, or enjoying time with friends at one of the city's local breweries. He lives in Dilworth with his Golden Retriever, Marshall, the firm’s Chief Morale Officer, who by Alec’s account, has far greater natural instincts than most Wall Street pundits.
Hartman Private Wealth was built on a simple belief: financial advice should always put clients first. As an independent fiduciary firm, we're free from proprietary products, sales quotas, and corporate agendas—allowing us to provide objective, transparent guidance tailored to your unique goals.
We intentionally serve a select group of individuals and families so every client receives personalized attention, thoughtful planning, and direct access to an advisor who truly knows them. Our commitment is simple: independent advice, meaningful relationships, and a financial strategy built entirely around you.
Built Right, On Purpose
