My Story
How I Work
My duty as a fiduciary is deeply personal. I repeatedly saw friends and family struggle to find the help they needed to map out their financial future. I’m confident that my understanding of personal finance, combined with my training as a financial professional and my credential as an IRS Enrolled Agent, allows me to help people better prepare for what lies ahead. As an Enrolled Agent (EA), I’m authorized by the IRS to represent taxpayers before the agency, which lets me bring tax expertise directly into the planning process. Over my years in the business, I’ve built a reputation for explaining personal finance in an easy-to-understand way so clients can grasp key concepts and use them to pursue their financial objectives. My ultimate goal is to educate my clients on financial planning and tax matters and to be their dependable advisor on any money-related issue.
Joe Hanley, CFP®, EA, MBA
Founder and Financial Planner
Prior to starting Nashoba Valley Wealth Management, I worked 26 years at Fidelity Investments, which included 14 years as a Vice President / Financial Advisor and 3 years as a Branch Manager.
I earned the Certified Financial Planner (CFP®) designation in 2003 and an MBA from Seattle Pacific University in 1997. I’m also an Enrolled Agent (EA), federally licensed by the IRS to represent taxpayers.
I’m also a member of the:
- Financial Planning Association (FPA)
- XY Planning Network
- National Association of Personal Financial Advisors (NAPFA)
- Fee-Only Network
My wife and I reside in Stow, MA. We are also very proud that each of our 3 children are currently pursuing degrees in New England colleges. Outside the office, I enjoy traveling, reading, running, and walking my dog, Charlie.