Whether you're evaluating for a client or vetting us as a partner — this is the right place to start.
President & Founder
Steve Larsen, CPA, CFP® has spent 20+ years in investment management, financial planning, and tax strategy. He underwrites every Hartley deal himself and is available directly — not through a team. If you have questions about structure, fees, or fit, this is where that conversation starts.
For 1031 exchange inquiries: Matt Foust, CPA·matt@hartleyfunds.com·(509) 210-7188