About Us

Hathaway Financial Services was founded in 2006 by Patricia Hathaway, CFP®, AIF®. Hathaway Financial Services is a DBA of Horizons Sustainable Financial Services, Inc. (“Horizons”), a Registered Investment Adviser offering advisory services in the state of New Mexico and other jurisdictions where registered or exempted; and Patricia Hathaway is an Investment Advisor Representative of Horizons.Hathaway Financial Services' mission is to help individuals and couples realize their financial goals through thoughtful planning and prudent management of their investments. My goal is to work with clients to create financial plans specific to their goals, and to help develop individual pathways to achieve those goals.

Patricia Hataway, CPA

Patricia Hathaway, CFP® & AIF®

Affiliations & Degrees

  • Custodial Affiliation: Charles Schwab & Co., Folio Institutional
  • Member: Social Investment Forum, Co-op America
  • Past President: FPA Mid-Oregon
  • Member: City Club of Eugene
  • B.S. Chemistry, University of California

At Hathaway Financial Services, we specialize in individual and couples financial planning, as well as investment analysis and asset management. We also work with clients on an hourly basis as needed. Our client’s specific needs determine which services are appropriate.

Financial literacy is an issue that should command our attention because many Americans are not adequately organizing finances for their education, healthcare and retirement. Ron Lewis

Horizons Sustainable Financial Services, Inc., is a registered investment advisor doing business as Hathaway Financial Services. In accordance with federal law, we may only conduct business in states where appropriately registered or exempted from registration. We currently serve clients in a number of states nationwide, and would be pleased to discuss whether it is permissible (given your state of residence or incorporation) for us to serve your financial needs. Hathaway Financial Services and Patricia Hathaway are supervised by Johann Klaassen, CCO of Horizons Sustainable Financial Services, Inc. Clients may contact Johann Klaassen with questions or to file a complaint at (505) 982-9661 or via email at johann@horizonssfs.com.

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