Teresa M. Hart is the founder and CEO of Hart Financial Group. With more than two decades of experience in financial services, she helps affluent individuals and families prepare for retirement, create dependable income, preserve wealth, and make thoughtful decisions through every season of life. Her work is rooted in education, personal connection, and a strong belief that financial independence can change lives.
Who We Serve
Preserve what you have built. Retire with greater confidence. Hart Financial Group helps high-net-worth retirees and pre-retirees coordinate wealth, retirement income, tax-aware strategies, protection, and legacy planning - so every part of your financial life works together.
Specialized financial guidance for your goals.
Help your family and finances at every stage of life.
Get guidance if you see change ahead.
It’s never too early to start thinking about your future.
