Top-Notch, Individually Tailored Financial Services

Hollis Hardiman, CDFA®

Helping clients navigate various life transitions, providing financial guidance during periods such as divorce, loss of a spouse, and the exciting journey towards retirement.

Divorce Financial Planning

Navigate asset division, evaluate settlement options, project future cash flow, and build a long-term financial strategy.

Retirement Planning

Create retirement income strategies, manage investments, and develop tax-conscious withdrawal plans.

Wealth Management

Build and manage a portfolio aligned with your goals, risk tolerance, and long-term financial objectives.

Estate & Legacy Planning

Review beneficiaries, plan for wealth transfer, and develop charitable giving strategies.

How I Guide You Through Life's Journey

My mission is to help clients make confident financial decisions through every stage of life. Whether you're focused on growing and preserving wealth, planning for retirement, navigating a major life transition, or creating a legacy for future generations, I provide personalized guidance backed by comprehensive financial planning expertise.

With experience in investment management, retirement planning, tax-efficient strategies, risk management, and estate planning, I work closely with clients to develop practical solutions tailored to their unique goals and circumstances.

As a Certified Divorce Financial Analyst (CDFA), I specialize in helping individuals navigate the complex financial decisions that accompany divorce. I help clients understand the financial implications of settlement options, including asset division, alimony, child support, retirement assets, and taxes, so they can make informed decisions and move forward with confidence.

I believe the best outcomes are achieved when clients have a strong team of professionals supporting them. I frequently collaborate with attorneys, mediators, therapists, and other trusted advisors to help clients navigate both the financial and emotional aspects of divorce. Having experienced divorce as a child within my own family, I understand firsthand how important sound financial guidance can be during challenging transitions.

In 2015, I co-founded Divorce Resource of Connecticut, an organization dedicated to helping women understand and navigate the divorce process through educational workshops and professional resources. This work reflects my passion for empowering individuals with the knowledge and support they need to make informed decisions about their future.

Above all, I take pride in building lasting relationships with my clients. My goal is to provide the guidance, education, and personalized service needed to help clients pursue the life they envision, both today and for years to come.