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Everyone has a Financial Ecosystem.

We navigate your Financial Ecosystem by clarifying your goals, coordinating an efficient investment strategy and managing communication between all parties to help create better financial outcomes.


Is your wealth being managed efficiently?

The Financial Ecosystem

A typical Financial Ecosystem is comprised of Parts, People and Plans which are treated as individual commodities. As a result, they often lack strategic coordination.

Hart Financial Group People Parts Plans Graphic


Parts are the ‘What’. Parts typically include a collection of taxable and tax-qualified investments in a variety of different vehicles (e.g., trusts, partnerships, brokerage accounts, qualified plans) each containing different investments such as stocks, bonds, hedge funds, business interests, insurance contracts, annuities or real estate holdings. All with the intent of increasing or preserving your net worth.


People are the ‘Who’. They typically include family members, business partners, accountants, attorneys, investment advisors and any other professional business alliances. Most importantly, this includes YOU, by providing direction, purpose and meaning for your Financial Ecosystem.”.


Plans are the ‘How’. They are the composite result of the ‘intellectual capital’ provided by the People in order to accomplish a target objective. Plans can include investment, retirement, financial, estate, asset protection, business succession and charitable giving plans.

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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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