David A Hartman

Financial markets can be complex and often confusing. Changes in tax laws, economic cycles and global events may leave you wondering what to do and how to do it. Among these challenges, we can easily become distracted by the details of developing and maintaining an appropriate investment strategy, rather than staying focused on what we are trying to achieve. Whether you are a seasoned investor or find yourself with more questions than answers, I can assist. My focus is on my clients’ financial well-being and helping them achieve the outcomes that are most important to them. I listen carefully to...