Hartland is an independent institutional and wealth advisory firm.

We advise over 115 institutions and 550 private clients on more than $18 billion of assets. Our institutional clients include retirement funds, endowments and foundations, and healthcare organizations. Our private clients are families, individuals, and related entities.

Our firm was established in 1989 and is owned by its professionals and Board of Directors. Our only source of revenue is fees paid by our clients for financial advice. We are not affiliated with any firm that impairs our ability to provide objective advice.

Our independence assures our clients of top quality, objective service, in our investment, tax, estate, and financial advice. Our independence also helps us attract and retain top people.

Our long list of longstanding clients attests to our ability to help clients achieve competitive results over time and through market cycles.


“Our integrated approach, coupled with our deep expertise in multiple areas, gives our clients a significant advantage in staying ahead of an ever changing landscape.”

  – John Marino, CFP®, CPA