Michael Hartman, CFP®, RICP® Hyperion Financial

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About Michael Hartman, CFP®, RICP®

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.

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 and his wife, Alicia, reside in Sinking Spring. They are recent first-time parents to a baby girl, Makenzie, and have two pets, Tunie and Lilly. 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.

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Ideal Clients

  • Baby Boomers
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $312.5+/mo
  • Quarterly Fee: $937.5+/qtr
  • Assets Under Management: 0.75%

SEC Records

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