Carey & Hanna | Tax & Wealth Planners

Founded by Blair Carey and Mark Hanna, Carey & Hanna | Tax & Wealth Planners is an independent, fee-only financial advisory firm. Their core mission is to provide a comprehensive and integrated approach to financial well-being by combining strategic tax reduction planning with evidence-based investment philosophy. The firm specializes in helping individuals and families, particularly those nearing or in retirement, to manage their wealth, minimize tax liabilities, and achieve their long-term financial goals through personalized planning and fiduciary advice.