Hassan Oldham Group

We listen first.

Then we build a plan that lasts.

WHO WE SERVE

You've built something worth protecting. Maybe it's a business, a career, or a family legacy that spans generations. You're not looking for flashy strategies or unnecessary complexity. You want a team that listens, builds a plan that actually fits your life, and stays in your corner for the long haul.

Our clients aren't looking for the hottest stock pick or the most complicated strategy. They want clear thinking, honest advice, and a partner who will take the time to understand their full financial picture.

OUR TEAM

Five people, one goal: your financial clarity.

After three decades and every kind of market cycle, our philosophy is simple. Good planning and process will always be more important than picking investments. We don't chase trends or fill your inbox with noise. When we reach out, it matters, and when we build a plan, it's built to last.

The Hassan Oldham Group is grounded in shared values: listen first, tell the truth, and plan with discipline. Yaz Hassan & Justin Oldham take a straightforward approach to investing, centered on traditional, time-tested strategies. Karley builds & maintains the detailed plans behind every recommendation. Ashley & Whitney round out the group, managing client relationships, marketing, and onboarding with the kind of care that keeps families with us for generations. We're a cohesive unit by design, not a revolving door of faces you'll never see twice.

OUR APPROACH

As Family Wealth Advisors, we take care of all things financial. That starts with a comprehensive plan built around your goals, not a product. From there, our team coordinates your investment management, retirement planning, estate and legacy strategy, tax-efficient portfolio design, and education funding so every piece works together.

After three decades, we've seen plenty of trends come and go. We don't chase noise or push products. We invest with purpose, keep things simple, and make sure every decision ties back to your plan. And because our team of five works as one, nothing gets lost between departments or buried in a handoff.

You get one team, one plan, and ongoing advice that evolves as your life does.

SERVICES WE OFFER

Tax Planning

Your wealth shouldn't be quietly eroded by taxes you could have avoided. We work alongside your CPA to build a tax-efficient strategy around your investments, income, and long-term goals, so more of what you've earned stays with you.

Trust & Legacy Planning

You've spent a lifetime building something that matters. We help you protect it by coordinating your estate plan, trusts, and beneficiary strategies so your wealth transfers the way you intend. We gladly work alongside your estate attorney to ensure there are no surprises or unnecessary tax burden.

Business Owner Transitions

You built your business from the ground up. When it's time to step away, we help you plan for what comes next, from valuation and tax strategy to liquidity planning and life after the sale, so you transition on your terms.

Next Generation Preparation

Wealth without preparation can do more harm than good. We help you have the right conversations and put the right structures in place so the next generation is ready, not just to inherit your assets, but to manage them wisely.

Philanthropy

Giving back should be as intentional as the way you built your wealth. We help you design a charitable strategy that aligns with your values, maximizes your tax benefit, and creates the kind of impact that lasts beyond your lifetime.

Investment Management

We take a straightforward, disciplined approach to investing. No chasing trends, no unnecessary complexity. Just time-tested strategies built around your goals and managed with care.