Phil Hartwell, CFP®

Phil started Hartwell Financial Services in 1983 and continues to serve as the firm's principal advisor. Having earned his Certified Financial Planning designation early in his career, Phil's philosophy is centered around comprehensive financial planning. He also serves as a branch manager for Royal Alliance, working with other advisors to maintain their businesses. Phil's areas of expertise include investment research, retirement income planning, working with small business owners, and college education planning. In his free time, Phil enjoys cooking with his wife Kelly, and visiting his family on the East Coast.