Smart Financial Planning for Life's Next Chapter
Reduce Taxes • Build Wealth • Protect Your Future
Plan-Smart Investment Management
Leverage our sophisticated financial planning software to see different scenarios so you can plan possible contingencies.
Map-Smart Financial Organization
Visualize and organize your financial life to uncover opportunities and chart a clear path forward.
Tax-Smart Investment Management
Intelligent automation that actively seeks to reduce cost, taxes, and risk to increase portfolio returns.
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.
CFP® awarded in 2021
Alyson Basso, MBA CFP® ChFC®
Managing Principal - Financial Advisor
Alyson is co-founder and Managing Principal of Hayden Wealth Management with 20+ years of experience guiding professionals and families through retirement, tax, and investment planning as a long-term partner providing personalized guidance.
Jason Mahoney, CFP®
Paraplanner
Jason is an Operations Associate for Hayden Wealth Management. He has four years of experience in the banking industry and is currently enrolled at Suffolk University pursuing a degree in business management with a minor in business law.
In Memoriam: Jonathan Lee
Rachel Tucker
Marketing Strategist
Rachel is the Lead Operations Support Associate at Hayden Wealth Management. She graduated cum laude with high distinction from Pingree School and is now a student at Tufts University where she studies economics while minoring in sociology.
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 Original Founders. “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.