Hawthorne Financial, LLC is a locally owned independent financial planning firm located in Clayton Missouri. Founded in 1992, our mission is to provide you with a boutique experience while creating unbiased custom solutions tailored to meet the needs of both individuals and businesses. We help our clients manage their assets with over one hundred years of combined principal experience in the financial services industry. Our goal is to blend a “family office” feel with the most sophisticated research, money management, and technology platforms available. In addition to our resources, we have networked with selected partners and specialists to round out our robust suite of services.
The registered representatives of Hawthorne Financial, LLC are affiliated with First Heartland Capital, Inc. as their broker-dealer. The alliance with FHC provides the back office and compliance support as well as the custody and clearing functions of investment trading.
Individuals and institutions have trusted Hawthorne Financial LLC for over 20 years. If you are a new relationship, we hope this website provides you with the necessary information you need when evaluating our company. For existing clients, this is your access to log-in and review your consolidated accounts. We look forward to serving the needs of our clients by helping them reach their financial goals and objectives.
Individual planning is the process to create a financial plan; a detailed strategy tailored to a clients specific situation, for meeting clients specific goals.
Corporate planning is the process of using professional guidance to create and design corporate benefit plans to all size businesses.