Meet the Partners

Click either of the headshots below to learn more about the partners.

Caleb Harty, CFP®

Brendan Harty

 

Caleb Harty, CFP®

Expertise, Education, and Designations

Caleb is the Principal of Harty financial and holds the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He has his BA in Economics from Gordon College in Wenham, MA and is a graduate of the National Outdoor Leadership School (NOLS) which he attended in the Yukon Territory, Canada.

Community/Industry Involvement

Caleb is on the Board on the Merrimack Valley Estate Planning Council. Caleb and his wife Amanda are active members of Grace Chapel in Lexington, MA and volunteer together helping teach adaptive skiing for Mt. Sunapee’s NESHA program.

Personal Details

Caleb and Amanda live in North Reading, MA and enjoy boating, kayaking, and most things outdoors. He is an avid snowboarder and in the process of obtaining his EMT certification so that he can do volunteer ski patrol.

Brendan Harty

Expertise, Education, and Designations

Brendan is a Principal of Harty Financial. He is a Registered Representative with NYLIFE Securities LLC, a member of the National Association of Insurance and Financial Advisors (NAIFA), and is also a Notary Public of the Commonwealth of Massachusetts.

Community/Industry Involvement

Brendan is a member of the Ipswich Chamber of Commerce, and is often busy with school-related activities. He is also often involved volunteering at community events, such as special needs resource fairs.

Personal Details

In his free time he enjoys being outdoors, reading history, and is a member of the Sons of the American Revolution (SAR). He lives in Ipswich with his wife and children.