Andrew J. Hackett, CFP®

Associate Wealth Advisor

New York, NY | Greenwich, CT | Boca Raton, FL
Focus Areas

Business Transition Planning

Investment Strategies

Multi-Generational Planning

Estate Planning

Client Specialty

Business Owners
Family Enterprise

A.J. Hackett, CFP® is an Associate Wealth Advisor at The Colony Group, working with a team of wealth advisors to provide wealth management, investment management, financial planning, and estate planning to high-net-worth and ultra-high-net-worth individuals and families. A.J. specializes in understanding client goals and leveraging Colony’s comprehensive solutions to meet client needs. His passion to help clients meet their financial goals and create lasting relationships is what led him to the wealth management industry.

Prior to joining The Colony Group, A.J. was a Financial Planner at Core Wealth Management in Jupiter, FL where he focused on comprehensive financial planning, investment management, and Tax planning.

A.J. started his career at Vanguard in Philadelphia, PA as a Retirement Specialist. He then spent time as a Financial Advisor on one of the top teams at Lincoln Financial Advisors. These previous experiences have allowed him to build a strong foundation and perspective for financial planning.

A.J. is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of The Ohio State University Fisher College of Business, he received his bachelor’s degree with a specialization in Finance and Investments.

Outside of work, A.J. loves to play golf, ski, and spend time with his wife Courtney and their dog Jack.