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Your Wealth. Your Retirement. Your Legacy. Protected.
At Hawley Advisors, we serve as your personal CFO, guiding every aspect of your financial life with clarity and discretion.
With over 40 years of expertise in wealth management and retirement planning, we help you protect assets, mitigate risk, and create lasting strategies that preserve your legacy for generations.
Our clients value the trust and continuity of a long-term partnership, knowing their future is in experienced hands.
Secure your future with advisors who treat your wealth and legacy as their own.
Dan Hawley CFP™ invites you to an informal chat. There is no-obligation.
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- Does it seem... I have no outside help or resources (external)
- Are you frustrated that... The market is in a downturn (environment)
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The Two Cornerstones of Lasting Prosperity
Our Advisory Focus
Retirement Planning
A Personalized Guide to Your Retirement, Designed for Confidence.
A well-structured plan looks at both opportunities and hazards to your future financial security and freedom. It turns uncertainty into clarity. We help you retire on your terms, with strategies that protect your wealth, optimize income, and preserve your lifestyle.
- Peace of Mind, Reduce uncertainty with a clear financial roadmap that ensures your wealth lasts throughout retirement.
- Tax Efficiency, Maximize what you keep through strategic investment, withdrawal, and estate planning.
- Financial Security, Build a reliable income stream to maintain your lifestyle, cover healthcare cost, and help support those you love.
Wealth Management
Your Wealth, Managed with Purpose, guided by institutional methods and practices.
True wealth isn’t just accumulated, it’s carefully structured, protected, and grown. We provide the strategies and discipline to align your financial life with your long-term vision.
- Risk Management | We manage assets on a “risk-adjusted return” basis, starting with your time horizon, your goals and your risk tolerance.
- Tax Efficient Investing | Strategies that seek to reduce taxes and optimize returns.
- Long-Term Financial Security | Preserve and grow wealth across generations, ensuring stability and legacy for the future.
The Essential Guide to Wealth Management
How to Build, Invest and Protect Your Wealth.
This publication explores the key wealth management elements that are needed to build, invest and protect your wealth. We explore how Wealth Management has evolved into a holistic discipline that accounts for a growing number of dynamic variables ranging from longer lifespans, estate planning, legal and regulatory changes, asset management, insurance, long term health care needs and much more. In this publication you will learn about:
- Why risk management is as important as money management
- Why a holistic approach is necessary
- What you have in place and what you may need to address
- Modern Portfolio Theory and Monte Carlo Simulations
- The role of asset allocation
- Why navigating today's complex landscape requires multi-disciplinary expertise
MORE ABOUT ME
Daniel Hawley
CERTIFIED FINANCIAL PLANNER™
President and Chief Investment Officer
Dan Hawley, with over 42 years of experience, has a diverse background in securities and investment advisory services. He began his career in 1984, earning the Certified Financial Planner ® and NASD (now FINRA) Series 7 and 63 Securities Registrations, and a California Insurance License. He gained extensive experience working with ustomers at Great Western Financial Securities and later held significant roles at regional banks, including opening new branches and training staff.
In 2006, Dan founded Hawley Advisors, focusing on fee-only investment advisory services. He has adopted an institutional based dynamic model portfolio system based on risk-adjusted return investing appropriate to each client portfolio. Hawley Advisors currently manages, (as of Oct 7, 2025)over $74million for 57client households and two non-profit entities. Dan’s approach emphasizes understanding clients’ objectives, risk tolerance, and financial planning needs, ensuring personalized and responsive service.
Dan’s deep knowledge of financial strategies relative to current economic and market realities, combined with his commitment to client education and tailored investment plans, distinguishes his firm from larger, impersonal institutions.
Get To Know Hawley Advisors
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TESTIMONIALS
Proven Outcomes
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BOB SUMMERS, CA
OUR PODCAST
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Episodes
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Address:
Hawley Advisors
1600 South Main St, Suite 190
Walnut Creek, CA 94596
Contact:
Phone: (925) 906-9800
Fax: (925) 906-9884
Email: info@hawleyadvisors.com
Copyright © 2026 Hawley Advisors, LLC
Hawley Advisors is an investment advisor, registered with the State of California. Any investment ideas or strategies on this website are for the purposes of education and general information only and should not be construed as specific investment advice.
For more information about our firm please check the SEC Public Disclosure website: https://www.adviserinfo.sec.gov