We pair human advice with advanced technology.
With Cy, we determine your personal loss tolerance, calculate your return needs to achieve your goals, and create a custom portfolio to help get you there.
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It's time to get personal.
Your Hartshorne team will work with you through every life stage to help maintain your financial stability and protect your wealth. The team uses revolutionary software to personalize your plan to keep you on track to reach your goals.
Bob Confessore, CFP® President and Senior Wealth Manager
Est. 1984
Founded in 1984, The Hartshorne Group® has built its reputation as a relationship-focused firm, using a holistic approach to creating highly customized financial and wealth management plans, helping you get from where you are, to where you want to be.
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We deliver a high level of personal, hands-on service by taking the time to understand each client’s unique needs and goals.
Don Schreiber, Jr., Founder
The Value of An Advisor
The do-it-yourself investing platforms that have become popular in recent years make investing seem simple by promoting low-cost, passive indexing products. But when markets begin to fall, are you comfortable with the losses you may face? What about the aspects of your financial well-being beyond investment management? This is where a financial advisor can add value.