Michael Hennessy, CFP®, CFA® Harbor Crest Wealth Advisors

Contact this advisor

About Michael Hennessy, CFP®, CFA®

Are you worried about how you’ll pay for your child’s college tuition? About paying too much in taxes during retirement? About the stressors you might face when transitioning to life outside of the workforce?

Harbor Crest Wealth Advisors gets it. At all stages of life, planning out your finances can be challenging, uncertain, and exhausting. But it doesn’t have to be that way.

Harbor Crest Wealth Advisors helps families find confidence and peace of mind. With over 10 years in the financial services industry, we know how to take complex problems and simplify them into a personalized, strong plan of action. We build a plan that encompasses more than just your investments—we’ll help you navigate all of the emotional and financial adjustments along the way.

Located in Fort Lauderdale with service extended to the broader South Florida area, Harbor Crest Wealth Advisors works with families, retirees, business owners, as well as the boating community. We specialize in offering disciplined financial planning, tax planning, retirement planning, and investment management, helmed by founder and CEO Mike Hennessy, a CFA® charter holder and a CFP® professional.

About Our Founder:

Mike Hennessy has 10-plus years of experience as a portfolio manager and trader with BlackRock in New York City and a hedge fund in Boca Raton, Florida. Though he enjoyed the intellectual challenge of the markets while working on the institutional side of the business, he found something missing along that career path: seeing how he was positively impacting investors. Mike realized he wanted a more personal relationship with the people he served, helping families live their best financial lives using the skills he had learned.

Today, Mike runs Harbor Crest Wealth Advisors so families can get the attentive, comprehensive care they need for the best financial outcomes that align with their values.

Connect with us to learn more about how we can help you live your best financial life.

Contact this advisor

Recently Published

Nine Financial Tips for Newly Expecting Parents

February 12, 2020

While this blog post couldn’t possibly summarize everything required to bring a child into the world, we can give a quick checklist to prepare your financial lives for your newborn.

Read the full post →

Seven Things to Do in South Florida for Valentine's Day

February 5, 2020

While we love talking shop and helping people implement financial strategies in their personal and professional lives, we also love covering all of the fun events and activities that South Florida has to offer.

Read the full post →

Going to the Miami International Boat Show? Here’s How to Get the Most out of Your Experience

January 27, 2020

The Miami International Boat Show, one of the most attended and influential boating events in the world, is coming up in a few weeks. Here are our ten tips to get the most out of your South Florida boat show experience.

Read the full post →

Visit the blog →

Ideal Clients

  • Baby Boomers
  • Business Owners
  • Outdoor Enthusiasts
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $99+/mo
  • Hourly Fee: $250+/hr

SEC Records

Loading...