Author: Brittany Hartnett, CFP®, CRPC™, SE-AWMA™
Brittany Hartnett, CFP®, CRPC™, SE-AWMA™
Brittany Hartnett is a Principal Partner and Senior Wealth Management Advisor at OpenArc Corporate Advisory. She brings more than a decade of experience in wealth management, having previously served at Merrill Lynch Wealth Management, where she was a key member of the Global Corporate and Institutional Advisory Services team. Brittany applies a goals-based approach to financial planning, helping clients define their priorities, optimize resources, and implement strategies tailored to their risk tolerance, time horizon, liquidity needs, and long-term objectives. She has particular experience supporting corporate executives in managing concentrated stock positions and navigating complex compensation structures. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and is a Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™). Brittany graduated summa cum laude from Christian Brothers University in Memphis, Tennessee, with a double major in Finance and Economics. Brittany resides in historic Druid Hills, a neighborhood in Midtown Atlanta, with her husband Matthew and their four children: Kennedy, James, Sienna, and Brooklyn. The family attends Decatur City Church, and her children are enrolled at The Paideia School. She serves on the Board of Directors for City of Refuge and actively supports organizations including Children’s Healthcare of Atlanta, Boys & Girls Clubs of America, and the Atlanta Children’s Shelter.
What Holistic Planning Actually Means for Investors For decades, the wealth management industry has trained investors to think in terms of portfolios. Performance, asset allocation, and benchmarks have become the industry’s love language. And while those elements matter, they are often mistaken for the whole picture. That assumption misses the point. After all, few would describe a Picasso masterpiece as a combination of red paint, yellow paint, green paint, and canvas. When good advisors sit down with investors, the conversation rarely begins with pie charts or BlackScholes models. It begins with real life. Goals. Worries. Aspirations. Commitments. These are the…