For more than 30 years, The Hartshorne Group (formerly known as Wealth Builders, Inc.) has been helping clients build, manage, and protect their wealth through a highly customized approach to financial planning. We are fiduciaries; our company was founded on a “client-first” philosophy, with trusting relationships, service, and integrity at the forefront of our core values.
Since opening our doors in 1984, the financial services industry has seen many changes. With the rise in commissionable financial products and the emergence of “robo” advising, objective and personalized financial planning has all but disappeared. At The Hartshorne Group, we maintain traditional, high-touch client relationships, built on the kind of personal, hands-on service clients want. We strive to add value in excess of the cost to retain us, creating comprehensive, long-term strategies to take you where you are today to where you want to be.
Our dedicated Certified Financial Planners (CFP®) are committed to leveraging their vast experience, insight, and expertise to help you and your family reach your financial objectives. We deliver a high level of personal, hands-on service by taking the time to understand each client’s unique needs and goals. Our clients enjoy the personalized attention, stability, and consistency provided by our team of advisors, account managers, and administrators.
As a community-minded firm, many of our associates enjoy participating in our “Gives Back” program, where we donate our time and resources to help charitable organizations. Over the years, we have been proud to work with many extraordinary groups including the Food Bank of Monmouth & Ocean Counties, Support-A-Soldier, Task Force Dagger Foundation and the Kortney Rose Foundation.