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Latest News

Many Financial Planners Who Plot Futures for Clients Don't Have Succession Strategies for Themselves

Full Article including quotes from Dave Fulton from Crain's

 

New Year Will Mark the Start of a Different Era at Hartland & Co. - Crain's Cleveland Business

Full Article from Crain's

 

Independence and Leadership Succession in Our 25th Year

Full Press Release

 

Hartland & Co. Names Thomas S. Allen Senior Managing Director

Full Press Release

 

Hartland & Co. and Chess Financial Merge to Create Region's Preeminent Institutional Investment and Wealth Advisory Firm

Full Press Release 

 

Hartland & Co. Announces CEFEX Certification

To help ensure our results oriented capabilities, we became certified by the Centre for Fiduciary Excellence (CEFEX).  CEFEX is an international organization that establishes standards for fiduciaries.  Full Article

 

 

 

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