Michael Hartman (CFP®, RICP®)

Michael Hartman focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Charitable Giving
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Michael Hartman works with his clients to help create retirement income solutions for individuals and families who are concerned about the possibility of running out of money in retirement. Mike specializes in working with pre-retiree's(typically 10 years or less away from retirement),who have been diligent savers throughout their working years, are looking for a trusted advisor, and who understand the value of having expert financial guidance when developing their income plan in retirement.

Additional Information

Mike obtained his Bachelor's degree in Finance from Shippensburg University. Since joining the financial services industry in 2010, Mike has earned the CERTIFIED FINANCIAL PLANNER and Retirement Income Certified Professional (RICP®) designations.

Mike was named a"Rising Star" by the Greater Philadelphia Chapter of the National Association of Insurance and Financial Advisors(NAIFA) in 2017, and received a similar “Rising Star” honor again in 2018 by the Greater Reading Young Professionals(GRYP). Mike is a class of 2020 graduate of the Leadership Berks program. Mike stays very active within the financial planning industry, and is a member of XY Planning Network, The National Association of Personal Financial Advisors (NAPFA), The Financial Planning Association (FPA), and the Fee-Only Network. Mike was also featured in episode 269 of the Financial Advisor Success podcast, and in 2023 was named a "Young Advisor to Watch" by Financial Advisor Magazine.

Mike and his wife, Alicia, reside in Sinking Spring. They are first-time parents to a 2 1/2 year old girl, Makenzie, and have two pets, Tunie and Lilly. Mike enjoys staying active through physical fitness, and you can often find him on a hike with his wife and daughter, playing basketball with friends bright and early every Saturday morning, or at the closest rock climbing gym. Mike loves to travel to new places with his family, and he is always eager to check out the best brunch and ice cream spots wherever his travels take them. Mike stays active volunteering within the community, and is a past Board member of the Greater Reading Young Professionals and a past Cabinet member of the Emerging Leaders United.

NAPFA Start Date

January 04, 2022


This Office

20 W. Lancaster Ave, Suite 3 Shillington, PA 19607 Phone: (484) 578-9152