The Hatherly Almic Team

Christopher Hatherly

Jim Almic

Christopher Hatherly
MBA, CFP®

Jim Almi
BA, CFP®


 

 

 

 

 

 

Why Choose Us?

We understand that financial planning is a relationship business. We are dedicated to the development and nurturing of long-term financial relationships. Not only do we take the time to get to know our clients, we strive to meet their needs through timely correspondence, regular reviews, and ongoing education. Expect personal attention, tailor-made solutions and proactive management.

Our Mission Statement

To develop and nurture long-term financial relationships rooted with honesty, integrity and mutual respect. Our Focus is onproviding proven financial strategies that work and recommending products that are right for you.

"People will forqet what you said. People will forget what you did, but people will never forget how you made them feel".  - Anonymous

Our Company Philosophy

  • On Financial Planning - "To identify the financial goals and objectives of clients and present sound workable solutions".
  • On Investments - "To utilize proven investment strategies balancing return expectations and risk tolerance over a clients investment horizon".
  • On Client Service - "To provide superior client service through proactive communication".