Michael Hartman

CFP®, RICP®

Hyperion Financial

Founder & Financial Planner

Michael Hartman

CFP®, RICP®

Hyperion Financial

Founder & Financial Planner

As a fee-only financial planner, I help people over 50 reduce taxes, invest wisely, and retire on your own terms. - Michael Hartman, CFP®, RICP®

Fee-Only financial planner located in Reading, PA, serving clients locally and across the country

We started Hyperion Financial with a simple mission: To provide financial peace of mind by delivering disciplined, objective advice designed to give clients the confidence to pursue their own passions, dreams, and talents. 

We are a team of CFP® Professionals helping our clients build a life they love, no matter where they’re at on their current journey. Together, we serve a broad range of clients in our hometowns of Reading and Lancaster, PA, as well as across the country. 

When we’re not helping our clients work towards their goals, you can find us traveling with our growing families, searching for the next best ice cream spot, or playing pickup basketball bright and early on Saturday mornings. 

‘Hyperion’ is the name of a giant, 600+ year old Sequoia Redwood in California that was measured at 380 ft tall, ranking it as the world’s tallest known living tree. Financial planning and investing are similar to planting a tree. Rooted in strong financial principles and staying committed to a plan, our clients see their financial situation grow, strengthen and prosper over many years. The financial seeds that we help them plant continue to grow as they are given the time and attention required to flourish. Because of the strong roots put in place, our clients are able to face the financial challenges life puts in front of them. As the popular Chinese proverb says:” The best time to plant a tree was 20 years ago. The second-best time is now.” Starting your financial planning journey is no different. If you want success and growth in the future, the best time to act is now! Above all else, we are ROOTED IN YOUR SUCCESS!

Michael Hartman works with his clients to help create retirement income solutions for individuals and families who are concerned about the possibility of running out of money in retirement. Mike specializes in working with pre-retiree’s (typically 10 years or less away from retirement), who have been diligent savers throughout their working years, are looking for a trusted advisor, and who understand the value of having expert financial guidance when developing their income plan in retirement.

Mike obtained his Bachelor’s degree in Finance from Shippensburg University. Since joining the financial services industry in 2010, Mike has earned the CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional (RICP®) designations. Mike was named a “Rising Star” by the Greater Philadelphia Chapter of the National Association of Insurance and Financial Advisors (NAIFA) in 2017, and received a similar “Rising Star” honor again in 2018 by the Greater Reading Young Professionals (GRYP). Mike is a class of 2020 graduate of the Leadership Berks program. Mike stays very active within the financial planning industry, and is a member of XY Planning NetworkThe National Association of Personal Financial Advisors (NAPFA)The Financial Planning Association (FPA), and the Fee-Only Network. Mike was also featured in episode 269 of the Financial Advisor Success podcast.

Mike and his wife, Alicia, reside in Sinking Spring. They are first-time parents to a 1 year old girl, Makenzie, and have two pets, Tunie and Lilly. Mike enjoys staying active through physical fitness, and you can often find him on a hike with his wife and daughter, playing basketball with friends bright and early every Saturday morning, or at the closest rock climbing gym. Mike loves to travel to new places with his family, and he is always eager to check out the best brunch and ice cream spots wherever their travels take them. Mike stays active volunteering within the community, and is a past Board member of the Greater Reading Young Professionals and a past Cabinet member of the Emerging Leaders United.

Michael Hartman is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

We started Hyperion Financial with a simple mission: To provide financial peace of mind by delivering disciplined, objective advice designed to give clients the confidence to pursue their own passions, dreams, and talents. 

We are a team of CFP® Professionals helping our clients build a life they love, no matter where they’re at on their current journey. Together, we serve a broad range of clients in our hometowns of Reading and Lancaster, PA, as well as across the country. 

When we’re not helping our clients work towards their goals, you can find us traveling with our growing families, searching for the next best ice cream spot, or playing pickup basketball bright and early on Saturday mornings. 

‘Hyperion’ is the name of a giant, 600+ year old Sequoia Redwood in California that was measured at 380 ft tall, ranking it as the world’s tallest known living tree. Financial planning and investing are similar to planting a tree. Rooted in strong financial principles and staying committed to a plan, our clients see their financial situation grow, strengthen and prosper over many years. The financial seeds that we help them plant continue to grow as they are given the time and attention required to flourish. Because of the strong roots put in place, our clients are able to face the financial challenges life puts in front of them. As the popular Chinese proverb says:” The best time to plant a tree was 20 years ago. The second-best time is now.” Starting your financial planning journey is no different. If you want success and growth in the future, the best time to act is now! Above all else, we are ROOTED IN YOUR SUCCESS!

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Mitigating Taxes
  • Optimizing Investments
  • Charitable Giving

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Inheritance or Sudden Wealth

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Michael Hartman is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Michael Hartman is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Michael Hartman is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Financial Planning Association
    Michael Hartman is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • RICP Retirement Income Certified Professional®
    Michael Hartman is a Retirement Income Certified Professional® (RICP®)

    A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.

Contact Michael Hartman

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Office Locations:

  • 20 W. Lancaster Ave, Suite 3
    Shillington, PA 19607

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