Founded in 1998 by Cindy Nash and Todd Hasty, the firm was built around relationships first. Long before financial planning became an industry buzzword, the focus was already on understanding the people behind the numbers — their goals, concerns, values, families, and the life they were working hard to build.
Over the years, the financial world changed dramatically. Previous generations often retired with pensions and predictable income that made retirement feel easier to understand. Today, many people are faced with something very different — retirement accounts, investment statements, and financial decisions they’re somehow expected to turn into lasting security for themselves and the people they love.
Years of experience navigating changing markets, difficult economies, real-life client situations, and major events like the dot-com collapse, September 11th, the Great Recession, and COVID-19 reinforced something important: financial decisions are rarely just about money. They’re about family, priorities, values, and the kind of life someone wants to live.
And for many people, underneath all the conversations about retirement, investing, and financial planning is something much more personal:
They just want to know if they’re going to be okay.
That understanding helped shape the firm you see today.
Just as importantly, we understand many of these concerns personally because we live them too.
Like our clients, we know what it means to balance careers, raise families, support aging parents, think about retirement, and try to make wise decisions for the people we care about most. We understand that behind every financial decision is a real person trying to build a meaningful life and protect the people they love. That perspective shapes the way we serve our clients every day.
Today, Nash – Hasty intentionally remains a smaller, independent firm because we believe relationships matter. Communication matters. Trust matters. And when someone places their financial future in our hands, that responsibility should be treated with care.
Our goal has never been simply to manage investments.
It’s to help people bring greater clarity and confidence to their financial lives so they can spend less time worrying about money — and more time enjoying the life they’ve worked so hard to build with the people who matter most.