Our Team
How We Work
Whether you are interested in asset management, retirement planning, cashflow optimization, insurance solutions, preservation of wealth, or a combination of various services, the choice to work with a financial advisor that you trust is an impactful decision that will serve you throughout your life. Our advisors deliver reliable, personalized solutions that keep you on track for a meaningful, purpose-driven financial present and future.
Alan Hartstone
Wealth Advisor
As the founder of Hartstone Business and Financial Services (HBFSco), Alan Hartstone provides investment advisory and wealth management services for individuals, families, and businesses to meet their financial goals. He has been in the financial services industry for over 25 years, and established HBFSco in 1996.
Alan is a Registered Investment Advisor Representative, General Securities Representative, and Financial Advisor with Avantax Wealth Management. He holds the FINRA Series 7, 63, 65, and Life, Accident & Health Insurance licenses. In addition, he has the credentials of a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS) and began his career at Ernst & Young (EY).
Alan completed his undergraduate education at Amherst College (BA), then earned a Master of Science in Accounting (MS) and a Master of Business Administration (MBA) at Northeastern University.
Whitney Parry
Financial Services Associate
Whitney Parry is a Registered Investment Advisor Representative and General Securities Representative at Hartstone Business and Financial Services (HBFSco). She holds the FINRA Series 7, 66, and SIE licenses. Whitney meets with clients to offer investment recommendations and financial planning resources that address client’s various goals and objectives.
Before joining HBFSco, she worked in clinical/lab research at the Columbia University Irving Medical Center and the Hospital of the University of Pennsylvania. Whitney has a background in Neuroscience and Behavioral Psychology, with a focus on neurodegenerative diseases and financial decision-making.
Whitney completed her undergraduate education at Columbia University (BA).