Hartland Email Format

Financial ServicesUnited States51-200 Employees

Hartland is an independent financial services firm that provides institutional and wealth advisory services to a broad client base, including retirement funds, endowments, foundations, healthcare organizations, families, and individuals. The firm emphasizes objective, fee-based financial guidance across investment, tax, estate, and financial planning areas, and notes that its independence is central to delivering unbiased service. Based in the United States, Hartland was established in 1989 and is wholly owned by its professionals and Board of Directors, with an emphasis on long-standing client relationships and independent advice. The firm serves more than 100 institutional clients and over 500 private clients, managing assets of more than $16 billion, and positions itself within the financial services industry as a purposefully independent advisor focused on quality, objective service across market cycles. A recent development includes a partnership with Willowsford to offer a Community Supported Agriculture subscription program for doorstep produce deliveries.

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