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Financial Guidance You Can Trust

Innovative Technology Meets Personalized Service

Risk-Smart Investment Management

Risk-Smart Investment Management

Improve portfolio outcomes with risk-smart investment management.

What Is Your Risk Number?
Tax-Smart Investment Management

Tax-Smart Investment Management

Leverage intelligent automation that actively seeks to reduce cost, taxes, and risk to increase portfolio returns.

Silver Lining of Investment Losses
Plan-Smart Investment Management

Plan-Smart Investment Management

Realize financial goals with world-class financial planning software.

Financial Peace - Are You On Track?

Working with a CERTIFIED FINANCIAL PLANNER™

The CFP® certification is one of the top marks financial planners can earn.

This high-quality, rigorous program covers a broad base of financial planning subject areas and trains certificants in the discipline of financial planning.

The meaning of CFP Board affiliation | King Financial CorporationFinancial Planning Association of Massachusetts | Fostering the value of  financial planning and advancing the financial planning profession in the  Bay StateGBBA Membership Renewal - Greater Boston Bankers AssociationKappan Financial, LLC - "Knowledge is Power" (Latin: "scientia potentia  est") ~ Sir Francis Bacon Kappan Financial is proud to announce that Vinny  has earned the prestigious Chartered Financial Consultant® (ChFC®)  designation

Meet Our Experienced Advisors

Alyson Basso, CFP® ChFC® 

Managing Principal

(978) 907-6237

abasso@myhaydenwealth.com

Alyson is co-founder and partner of Hayden Wealth Management. She believes that honesty, loyalty, and trustworthiness are characteristics that are essential in developing effective relationships and strives to build on these in business.

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Christine Whatley

Director of Client Services

(978) 907-6237

CWhatley@myhaydenwealth.com

Christine is the Director of Client Services and Operations for Hayden Wealth Management. She has a customer focused approach, a meticulous eye for detail, and the drive and desire to get things done right the first time.  

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In Memoriam: Jonathan Lee

In Memoriam: Jonathan was co-founder and partner of Hayden Financial Group, LLC. Jonathan graduated from Connecticut College in 1975 earning a Bachelor of Arts degree in American Studies with a concentration in 18th century history,...

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Hayden Wealth Management is Changing Lives in the Community

<strong>HAYDEN FINANCIAL GROUP DONATES PERSONAL FINANCE CURRICULUM TO MASCONOMET REGIONAL MIDDLE SCHOOL AND ST. JOHN&#8217;S PREP</strong>

HAYDEN FINANCIAL GROUP DONATES PERSONAL FINANCE CURRICULUM TO MASCONOMET REGIONAL MIDDLE SCHOOL AND ST. JOHN’S PREP

MIDDLETON, Mass.— Hayden Financial Group is donating Ramsey Solutions’ Foundations in Personal Finance curriculum to Masconomet Regional Middle School and St. John’s Prep. Foundations in Personal Finance is the premier curriculum for teaching financial literacy to students. 

“Hayden Financial Group is committed to being part of the community that supports positive financial outcomes for students,” said Jonathon Lee, one of Hayden Financial Group’s Managing Partners. “At Hayden Financial Group, we are passionate about improving financial wellness and are proud to sponsor a curriculum in our community that will help students confidently make important money decisions and build healthy financial habits,” said Alyson Basso, ChFC®.

 Personal finance expert Dave Ramsey created Foundations in Personal Finance, an easy-to-use, turn-key school curriculum that teaches students the value of saving, spending and giving to guide them down the path of financial literacy.

More than four million students have taken Foundations in Personal Finance in middle schools, high schools and universities nationwide. Foundations in Personal Finance can be used as a resource to fulfill requirements in mathematics, economics, family and consumer sciences, business mathematics and personal finance.

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