Advanced Wealth Management
The Family & Team
About us
We are a family-owned and operated firm, and are very engaged in our community. We are fiercely independent, and committed to working for our clients, not for Wall Street or a large corporation.
We serve a wide variety of individuals and organizations, and we use the financial planning process to help them define, realize, and protect their financial goals.
Our Team
Advanced Wealth Management was founded by Bob and Dorothy Haley. Bob began his work in the financial services world in 1982, and Dorothy joined him full time in 1984 to build their own business. Through many market cycles, different companies and partners, and good times as well as challenging ones, Bob and Dorothy built AWM from the ground up. After a long and very successful career they decided to officially retire in 2024, having mentored and trained Ted and Lindsey to take the reins of the family business.
Our History
