Jeffrey Hahn
Advisor at Buttonwood Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Buttonwood Wealth
Location
Winchester, VA 22601
Credentials
CFP®, Series 66
Industry experience
18 years
About
Jeffrey Hahn is a CFP® professional with 18 years of experience in the financial services industry. He has worked at Buttonwood Wealth since 2019 and previously was associated with Wiseman Wealth, LLC and LPL Financial. He is based in Winchester, VA, and is part of a six-advisor team at Buttonwood Wealth. Buttonwood Wealth is a registered investment adviser managing approximately $425 million for nearly 400 clients, including individuals, pension plans, trusts, and estates. The firm employs diversified asset-allocation models and combines fundamental and technical analysis to provide discretionary portfolio management, financial planning, and web-based investment options.
Client services
Based on Buttonwood Wealth
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Buttonwood Wealth
General retirement planning
Income planning
Life insurance needs analysis
Long-term care insurance
Fee options
Certain associated persons receive commissions for insurance and securities sales outside advisory accounts. Advisory accounts do not generate commissions.
$300 per hour for financial planning services (negotiable); full waiver if client engages portfolio management services.
Location
27 West Boscawen Street
Winchester, VA 22601
Most active in
Jeffrey H has reported serving >5 clients in these states in the last 12 months.
Texas · Virginia
Work history
Buttonwood Wealth
2019 - Present (7 years)
Wiseman Wealth, LLC (DBA:Wiseman & Associates Wealth Management)
2014 - 2020 (6 years)
LPL Financial
2008 - Present (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Brian D
PFS™, Series 65
Winchester, VA
R & J Financial Partners, LLC
Clifton R
PFS™, Series 65
Winchester, VA
R & J Financial Partners, LLC
Eric W
Series 63, Series 65
Winchester, VA
Cornerstone Asset Management
Dennis C
Series 63, Series 65
Winchester, VA
Cornerstone Asset Management
Patrick W
Series 65
Winchester, VA
Westbourne Investments, Inc.
Steven P
CFP®
Winchester, VA
Buttonwood Wealth
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