Hayes Financial Advisors Logo | Hayes Financial Associates | Certified Financial Advisor CFA, CPA - Certified Public Accountant and Fiduciaries | Investments, Taxes, Financial Planning | Phoenix, MD

About us / Meet Our Team

ABOUT US

Hayes Financial Advisors has been providing clients with personal financial guidance for over 30 years. We offer a variety of products and services, from investments and tax preparation to comprehensive financial planning. Our professionals offer a wide range of strategies that will help provide for your financial security, now and in the future. Whether you are a recent college graduate, are established in your career, or are a current retiree, we can help you.

Our unique combination of investment and tax professionals enables us to carefully coordinate tax and investment strategies. The objective of this coordinated effort is to maximize your investment return while minimizing your taxes, resulting in you keeping more of what you earn.

Whether you have a question about refinancing your mortgage, starting a college savings plan for your child, have experienced a job change, or are feeling anxious about your own upcoming retirement, we at Hayes Financial Advisors will work hard to help you make informed, prudent decisions regarding your future.

We also assist business owners in identifying and implementing the right retirement plan for their business. Retirement plan costs, tax consequences and investment options are carefully evaluated to make certain the plan selected provides the maximum benefit to the owner and the employees.

Mission Statement

Our mission is to be a blessing, both professionally and personally, to those we serve by enabling them to achieve greater peace, confidence, and security regarding their future. Our values of honesty, integrity, professional excellence, and general concern for our clients drive all that we do.

 

MEET OUR TEAM

George Hayes

Bryce Bauer

MW | Hayes Financial Advisors | Certified Financial Advisor CFA, CPA - Certified Public Accountant and Fiduciaries | Investments, Taxes, Financial Planning | Phoenix, MD

Mark Wiley

Administrative Investment Financial Professional

Mark Wiley

Morgan | Hayes Financial Advisors | Certified Financial Advisor CFA, CPA - Certified Public Accountant and Fiduciaries | Investments, Taxes, Financial Planning | Phoenix, MD

Morgan Holter

Administrative Assistant

Morgan Holter

Kari Schmidt | Hayes Financial Advisors | CPA - Certified Public Accountant and Fiduciaries | Investments, Taxes, Financial Planning | Phoenix, MD

Kari Schmidt

Administrative Assistant

Kari Schmidt

Jeanne | Hayes Financial Advisors | Certified Financial Advisor CFA, CPA - Certified Public Accountant and Fiduciaries | Investments, Taxes, Financial Planning | Phoenix, MD

Jeanne Kardash

Administrative Assistant

Jeanne Kardash

Jenny | | Hayes Financial Advisors | CPA - Certified Public Accountant and Fiduciaries | Investments, Taxes, Financial Planning | Phoenix, MD

Jenny Harrison

Administrative Assistant

Jenny Harrison

Start the Journey toward Your Goals with Our Seasoned Team