Since 1985, we’ve taken great pride in understanding the opportunities contained in current tax laws. But we saw that clients needed help managing their money, saving for retirement, securing life insurance, and making the most of their financial situations. So, we knew we had to offer more. In the early 2000s, we took the initiative to learn about financial planning and investment and risk management – obtaining the necessary licenses to give professional advice. And after seeing how many people have benefitted from a tax-smart approach, we’ve never looked back. Today, we’re proud to partner with the financial professionals at Avantax Planning Partners^SM to deliver comprehensive, tax-efficient financial plans for Carey & Hanna clients.

For decades, Carey & Hanna has passionately pursued knowledge to help our clients. Drive is in our DNA. But we also believe that you shouldn’t have to ask the right question to get the right opportunities. We bring you ideas proactively. We explore creative solutions and aren’t bound by the status quo. We strive to be prompt, thorough, and enthusiastic every step of the way – because we love what we do and won’t be satisfied until you do, too. Our goal is to work toward your goals for the future in the most strategic, efficient, and enjoyable way possible. Thanks for letting us be a part of your journey.