Hartwell Financial Group is an independent, fee-only financial planning and wealth management firm based in Saratoga Springs, New York. The company operates under a fiduciary standard, meaning they are legally and ethically obligated to act in their clients' best interests. Their services are comprehensive, covering financial planning, investment management, and retirement plan consulting for individuals, families, and businesses. Their approach involves a five-step process: Discover, Analyze, Recommend, Implement, and Monitor, aimed at creating personalized and strategic financial roadmaps for their clients.

Founded in

United States