Harold (Buddy) Hartmann spent the first ten years of his career as CPA® with a big 4 firm and then running his own CPA® Firm working with clients and focusing on high net worth and business owner clients. He has used his CPA experience, incorporating that knowledge and experience into his wealth management business as a CFP® for over 15 years. 

He is a comprehensive planner and is part of LPL Financial an independent broker dealer where he is truly independent in his construction of his portfolios. Getting to know the client is a priority and incorporated into each facet of planning. We are truly client first. 

Mr. Hartmann is also a CDFA® and works extensively with divorced and divorcing clients. Having come from a family of divorce we are familiar with the journey. We specialize with typcially the spouse who has not been the financial person in the relationship. We not only focus on financial planning and wealth management but being versed as a CPA® we provide day to day education and help i.e. budgeting, cash flow, etc. 

Part of being good at what you do is loving what you do... for the client, planning is the only way to achieve a desired outcome.