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Alyson Basso, MBA CFP® ChFC® TPCP®

Alyson Basso, MBA CFP® ChFC® TPCP®

Managing Principal - Financial Advisor

(978) 907-6237

abasso@myhaydenwealth.com

Alyson Basso, MBA, CFP®, ChFC®, TPCP® is the Co-Founder and Managing Principal of Hayden Wealth Management. With more than 20 years of experience, she helps individuals and families navigate important financial decisions and understand how the different pieces of their financial lives work together.

Alyson works primarily with professionals and families approaching or living in retirement, when decisions around investments, retirement income, taxes, Social Security, estate planning, and family priorities increasingly intersect. Rather than looking at each question in isolation, she helps clients understand how one decision may affect another, determine what deserves attention, and coordinate the steps needed to move their overall strategy forward.

Her approach is highly personal and collaborative. Alyson believes clients should understand not only what is being recommended, but why it matters and how it fits into the bigger picture. As circumstances change, she works alongside clients and their other professionals to evaluate new decisions, adjust strategies when appropriate, and help ensure that important planning does not stop at the recommendation stage.

Alyson holds the Certified Financial Planner™ (CFP®) and Chartered Financial Consultant® (ChFC®) designations and earned her Master of Business Administration (MBA) from Bentley University with a concentration in Law and Taxation. She has also completed advanced coursework in blockchain and digital assets, reflecting her commitment to continuing education and understanding emerging developments that may affect clients' financial lives.

Committed to Advanced Tax Planning

Tax considerations can influence many of the most important financial decisions clients make, particularly as they approach and move through retirement. To deepen her expertise in this area, Alyson was a member of the inaugural Tax Planning Certified Professional® (TPCP®) class through The American College of Financial Services.

The program provides advanced education in tax-informed financial planning, including retirement income strategies, Roth conversions, charitable giving, estate planning, and other planning opportunities. Alyson incorporates that perspective into the broader financial planning process, helping clients consider the tax implications of decisions alongside their investment, retirement, estate, and long-term goals.

Alyson is also deeply committed to advancing the financial planning profession and continually pursuing high standards of professional excellence. She serves as an item writer for the CFP® Certification Examination, helping shape the next generation of Certified Financial Planner™ professionals. She is also a member of the CFP® Scholarship Review Panel and serves as an Adjunct Faculty member for the Department of Professional Designations at the College for Financial Planning.

Beyond her professional work, Alyson is actively involved in her community. She serves on the Board of Directors for the Tri-Town Council, supporting programs that strengthen families and communities, and is an Angel Volunteer with Soldiers’ Angels, assisting service members, veterans, and their families. She is also an Ambassador for Raising Awareness of Developmental Language Disorder (RADLD) and participates in local volunteer initiatives.

Alyson lives in Windham, New Hampshire, with her family and their Dalmatian and enjoys staying active through hiking, running, and figure skating. She is especially passionate about the Franconia Half Marathon, which supports Adaptive Sports Partners of the North Country. Her commitment to service extends beyond her professional work, and she enjoys involving her family in opportunities to give back.