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Our Team

Hart Financial Group is a consulting group specializing in the disciplines of asset management, risk management and tax planning strategies. Founded in 1990, we are a team inspired by excellence and we care deeply for our clients and their families. Through integrated, high-quality advice, our desire is to create better financial outcomes by managing each client’s financial ecosystem and delivering a positive client experience.

Director, Client Operations
Portfolio Strategist and Trader
Financial Analyst
Practice Development Manager
Client Relationship Manager
Client Relationship Manager
Client Relationship Manager

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