Experienced Guidance for prosperity and happiness

Having an experienced investment manager can help simplify the complexities of your wealth, and it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, we can help you identify many opportunities, to help make your life easier.

We can provide you with investment services and guidance that make the most sense for you and your family. The Mary Hagerman Group will be there to help you each step of the way as you pursue your personal financial goals.

Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients, and that’s what we offer you.

You can’t be truly happy if you don’t have a healthy relationship with money.