Timothy J. Haley

Timothy J. Haley

Advocate Financial Management

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $100,000

Minimum client income required: $75,000

Title: Financial Advisor

Offering advice since: 2005

Areas of focus:

  • Business planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Estate Planning/Wills
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Tax Planning

Further information about Timothy J. Haley:

Tim brings a depth of experience to Advocate Financial Management, having spent his entire 20+ career as a financial professional, 15 of those years as a Chief Financial Officer.

As a Certified Financial Planner(R) and trusted advisor, Tim most enjoys the positive difference he is able to make in his clients' lives in the role of financial advocate and personal CFO.

In addition to his undergraduate degree in Finance, Tim completed the Program for Financial Planners at Boston University and later received a Master's Degree in Financial Planning from the McCallum Graduate School of Business at Bentley University where he graduated first in his class and was a recipient of the Professor E. Dandes Award for Graduate Academic Excellence.

A long time Arlington resident, Tim lives with his wife Cathy (a kindergarten teacher in the Winchester school system) and their daughters' Jennifer and Kate. In his own small way, Tim is committed to making the world a better place through his community involvement. Among other efforts Tim has been a mentor for the past nine years with Big Brothers Big Sisters of Massachusetts Bay and is a hospice volunteer with Visiting Nurse and Community Health.

Compensation and Fee Structures:

We are a fee-only firm. We work on either an hourly basis, project basis or a percentage of assets under management.

Licenses, Certifications & Affiliations:

Certified Financial Planner (CFP), Certified Public Accountant (CPA)

Member in good standing of the Financial Planning Association (FPA), National Association of Professional Financial Advisors (NAPFA) and Advisors in Philanthropy (AIP)

Education:

BS in Finance, University of Miami
Certificate in Financial Planning, Boston University
Master's in Financial Planning, Bentley University

Will provide references upon request?

Yes


Further information about Advocate Financial Management:

Advocate Financial Management

(Size of firm: 0-9 advisors)

Advocate Financial Management is an independent, full service, fee-only financial planning and investment management company located in Arlington focused on helping clients in the second half of life.

At Advocate Financial Management our clients can expect more than financial advice. We take a holistic approach to financial planning. Partnering with our clients, we begin by listening and helping them to identify, clarify and prioritize their goals and aspirations.

Through a collaborative process, we help clients organize their current affairs, creating for them a better understanding and clearer picture of their financial situation today. Our detailed analysis of their current financial position, provides a greater sense of control and a vantage point for making more effective financial decisions.

Only after meeting clients were they are today and truly understanding what is most important in their lives, can we begin to look at the options available and put together a financial plan to help guide them towards achieving their life goals.

Our clients are individuals seeking significance in the second half of life. Their focus is on family, community and the world. They're committed to helping others and to leaving a lasting legacy.

At Advocate Financial Management, our mission is to serve our clients as a trusted advisor, providing them with the tools and caring counsel necessary to simplify and take control of their financial future. Allowing them to focus their energies on what they're most passionate about.


Contact Information for Timothy J. Haley

Phone: 781-643-1555
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Address for Timothy J. Haley:
742 Massachusetts Avenue
Arlington, MA, 02476

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