Hansen Financial MV

At Hansen Financial MV, we go beyond the traditional financial planning and explore what our clients’ deepest and most enduring values and objectives are. It is all about helping our clients use money to build a better life. We provide highly personalized service to individuals, couples, and business owners. Though our firm does not have a set minimum of investable asset requirement, we find that our services work best for those with at least $500,000. Our clients are looking to consolidate their assets and simplify their finances by delegating the day-to-day portfolio and financial planning to someone that cares about them and their families. Our clients exude the following qualities: Desire to delegate. Our clients want to spend less time on their finances and more time doing what they really enjoy. They view us as their personal CFO and understand that our role is to provide them with honest, smart, and relevant financial guidance. Genuinely nice. Our clients are some of the nicest people we know. We find that working with people who we genuinely enjoy spending time with makes our partnership work best. Serious about their finances. Our clients are serious about making smart, informed decisions and have worked hard to save their money and achieve their financial goals. Open to introducing our practice to others. Our clients realize that our relationship helps them achieve their ambitious financial goals, and in turn, they are eager to refer us to others they care about. At Hansen Financial MV, we pride ourselves on our ability to deliver comprehensive financial planning services, specifically designed to target each client’s unique needs. Through careful analysis of your financial goals and risk tolerance, we will develop and implement a strategy to help you pursue those goals. We are committed to three main principles: strong client-consultant relationships; sound, independent guidance; and a personalized approach to planning. Our goal has never been to be the biggest firm in town. By choosing to work with a select number of clients, we are able to deliver an altogether different level of support to our clients. And that is something we are passionate about. How We Are Different: Indispensable customer service: Whether it’s by phone, e-mail, or in person, we make ourselves available to our clients. Independent, objective guidance: We offer advice and develop strategies that are in your best interest, not ours. Fully customizable solutions: All strategies are tailored to your specific goals and values.

Address: 10 State Road, Unit 2 Vineyard Haven, MA 02568, USA

Phone: +1 508 693 6693
FAX: