Let's Work Together

Whether you have a question about building and managing your wealth or are trying to determine which financial planning firm is right for you, our advisors would be happy to have a discussion with you.

Our advisors simplify the complexity of financial planning and managing private wealth to give you the confidence that you’ll have a financially stable and worry-free future.

Give us a little information about yourself in the form. One of our advisors will follow up shortly to schedule some time to talk about your goals and objectives.

Bob Hapanowicz

Founder & President
Wealth Advisor

Robert "Casey" Gibb, CFP®

Managing Director, Financial Planning
Wealth Advisor

Bernard Carter, CFA® CFP®

Managing Director, Investments
Wealth Advisor

Christina Hapanowicz, CFP®

Managing Director, Business Development
Wealth Advisor

Bobby Hapanowicz

Wealth Advisor

Ryan Blodgett

Retirement Plan Services

Here's How the Process Works

We understand that it can feel overwhelming to find a financial advisor that fits your exact needs. When you choose H&A, we make the onboarding process simple so your investment plan can be put into action as soon as possible, getting you one step closer to pursuing your goals.

Discovery

We’ll have conversations to gather the most important information from you—what your goals and priorities are. This becomes the backbone of your personalized investment plan.

Presentation

You’ll receive a custom investment strategy gameplan that is fully aligned with your goals and objectives. This includes complimentary consulting with additional professional advisors if necessary.

Execution

Your investment gameplan gets put into action, which includes tracking of asset transitioning, investment reallocation, and the implementation of additional services if necessary.

Speak to an Advisor

Let's Work Together

Your Team of Trusted Advisors

Here's How the Process Works

Discovery

Presentation

Execution

Why Our Clients Trust Us