Risk-Smart Investment Management
Improve portfolio outcomes with risk-smart investment management.
Tax-Smart Investment Management
Leverage intelligent automation that actively seeks to reduce cost, taxes, and risk to increase portfolio returns.
Plan-Smart Investment Management
Realize financial goals with world-class financial planning software.
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.
Alyson Basso, CFP® ChFC®
Managing Principal
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.
Christine Whatley
Director of Client Services
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.
Rachel Tucker
Lead Operations Support Associate
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.
Jason Mahoney
Operations Associate
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
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,...
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.