Zach Hartley and his team have built a national practice across several industries helping physicians, dentists, attorneys, athletes, and people in tech implement healthy habits and rituals with money. 

Mission Statement:

Helping families and businesses plan well, live abundantly, and understand what’s possible.

Areas of Focus

Specialization in helping high income individuals think through ideas and strategies unique to them:

  • Managing medical/law school debt
  • High income tax strategies
  • Strategies regarding employer stock options
  • Efficiently running a private practice
  • Private practice exit strategies
Financial Planning

Planning For Financial Security with Northwestern Mutual

Watch this video to learn more about our personalized financial planning process.

Helping Create Your Financial Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.  I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

But achieving financial security takes more than creating a comprehensive plan; you also have to take action on your plan, and evaluate and adjust it over time.  Together, we’ll create a timeline to help protect you and your family now, and execute the steps necessary to respond to whatever life brings.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

Boost your financial knowledge.