Our Philosophy & Process

Hurley Capital, founded in 2003, is an independent financial advisory and investment management firm. We help affluent business owners and wealthy families and individuals understand their current financial status and plan for their future. . We specialize in working with business owners contemplating a sale to maximize sale proceeds, minimize taxation, plan for retirement, and create a legacy.

In these ever-changing times, the need for a robust financial plan and steady advice is paramount. The Hurley Capital financial planning process helps ensure each client has a clear picture of where they are starting, where they want to be, and an individualized plan to achieve their goals.

Getting to know you and making a plan is a process.

We will take the necessary time to walk through each of the steps to take you towards your goals: