HANDY & COMPANY FINANCIAL ADVISORS, INC.

Overview

Handy & Company Financial Advisors, Inc. is an independent registered investment adviser serving individual and family clients, with an ownership structure tied to an individual principal. The firm focuses on financial planning and portfolio management for individuals and small businesses, and bills clients via a mix of percentage-of-assets, hourly fees, and fixed fees. Investment activity is tilted toward publicly traded equities and separately managed account strategies, with a client-facing model that emphasizes personalized planning and portfolio construction rather than institutional or pension consulting. The firm does not present itself as an active ESG investor and is not structured as a multi-state or related adviser. Charles Schwab is the custodian of record for the firm’s assets, which aligns with a model that favors scalable execution and custody for retail and high-net-worth individuals. Given the client base and fee options, Handy & Company appears to blend discretionary portfolio management with fee-for-service planning work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices