Meet the Partners

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

Caleb Harty, CFP®

Brendan Harty

 

Caleb Harty, CFP®

Caleb Harty is a principal at Harty Financial and holds the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He has his B.A. in Economics from Gordon College in Wenham, Mass., and is also a graduate of the National Outdoor Leadership School (NOLS), which he attended in the Yukon Territory, Canada. Caleb is also an Emergency Medical Technician (EMT) and volunteers with the Red Cross.

Aside from helping clients plan for successful retirements, Caleb also has a niche specializing in working with families that have a child with special needs. The connection is a personal one, as his brother-in-law has Down syndrome. He had been published in Forbes, Kiplinger, Exceptional Parent, and other national publications.

Caleb and his family live in Andover MA and enjoy spending time at their cottage in Gilford NH when able to get away. He and his wife have two young children and they enjoy many outdoor activities including kayaking, skiing, and hiking with their Bernese mountain dog Jana around the local parks.

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.