The Firm
Nathan G. Hanna, LLC is an independent, comprehensive wealth management firm offering a complete range of investment management and financial advisory services.
Our Philosophy
To help our clients and their families achieve personal financial objectives by:
- Serving as a Fiduciary in advising clients regarding investment decisions with their best interest in mind
- Providing advice about a broad range of financial, legal*, tax, legislative and economic issues
- Establishing true partnership with our clients and us by focusing on people not corporate strategy
*Legal services provided by Daniel J. Hebert, Esq. of Counsel
Summary
Clients who benefit the most from our wealth management services are near-retirees, retirees, individuals and firms who are busy earning a living, furthering their careers or growing their practices and want to delegate oversight to trusted professionals.