Caleb Harty, Financial Advisor – Harty Financial

Caleb Harty, Financial Advisor - Harty Financial is a Financial Planner in Andover, MA. The firm provides fiduciary guidance on retirement planning, income, investments, taxes, and risk management for Boston-area individuals and families, particularly those age 50 and older. Services include holistic fee-based financial planning, investment management, and specialized support for families with children who have special needs. The team helps clients transition from wealth accumulation to distribution, addressing complex questions regarding Social Security, healthcare costs, estate planning, and public benefits preservation.

Caleb Harty is a principal at Harty Financial and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He holds a B.A. in Economics from Gordon College and is a graduate of the National Outdoor Leadership School. Harty has been named one of Forbes best Financial Security Professionals in Massachusetts and has published in Forbes and Kiplinger. He has conducted over 50 seminars for families, including sessions with the Northeast Arc and the Massachusetts Down Syndrome Congress, where he serves on the Business Advisory Council. Brendan, another principal, also holds the CFP® designation and has over a decade of experience in retirement and special needs planning. Daniel, a Senior Financial Professional, holds a B.A. in Finance from Nichols College and specializes in working with business owners and higher-income families.

The firm utilizes the Eagle Strategies platform, a subsidiary of New York Life, to design customized investment solutions using non-proprietary mutual funds and exchange-traded funds. Planning involves stress testing scenarios for long-term care or job loss and creating strategies for sustainable retirement income. The advisors coordinate retirement, estate, and long-term financial planning to ensure public benefits are preserved for dependents with special needs.

Caleb Harty, Financial Advisor - Harty Financial brings specialized expertise in special needs planning and fiduciary retirement guidance to Andover, helping local families navigate complex financial transitions with clarity and confidence.

Harty Financial is located on Elm Court, just a short distance from North Main Street and Main Street in Andover, Massachusetts. The office is situated near Andover Town Hall and the Old Town House Post Office.

BizScoreAI awarded the business a Schema & Structure score of 100 out of 100, which ensures that AI assistants and search engines can clearly understand the firm's services. The company also achieved a Content score of 78 out of 100, reflecting substantial and relevant website material that search engines reward with improved visibility.