Hearthside Financial Partners
WHERE YOUR FINANCIAL LIFE FEELS LIKE HOME
The hearth is the center of the home; a place where family and friends gather to share, listen, and feel at ese. At Hearthside, we bring that same spirit to financial planning. Our conversations are meant to feel warm, personal, and approachable. Where questions are welcomed, guidance is clear, and each step of your financial journey is handled with care. A space where your goals are understood, your questions are valued, and financial planning feels grounded, thoughtful, and supportive. We hope that after working with us, you feel more confident, secure, and comfortable. At Hearthside Financial Partners, you are more than just a client; you’re part of the family.
Meet our team
Our team embodies the values at the heart of Hearthside; trust, consistency, and personal connection. Together, we blend decades of experience with fresh perspective to ensure every client feels understood and cared for.
Dane Smith
Lindsay Smith, CFP®
Jeff Bearance
Adrien Baskett
Kyle Morris
Who We Serve
Financial planning looks different at every stage of life, from building a foundation to planning for retirement and beyond. Explore how we work with individuals, families, business owners, and retirees.
Our Story
Rooted in family and built on trust, Hearthside Financial Partners brings together experience and perspective to help you move forward with clarity and confidence.
Our Process
From our first conversation through ongoing guidance, our process is centered around understanding your goals and helping you build a plan to support them.
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