My Story
How I Work
My duty as a fiduciary is deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. My ultimate objective is to educate my clients on Financial Planning topics and to be their dependable advisor with any money related issues.
Joe Hanley, CFP®, MBA
Financial Advisor / Founder
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 a MBA from Seattle Pacific University in 1997.
I'm also a member of the:
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.