Phone: 541.912.1069
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Welcome to Hathaway Financial Services!

A DBA of Horizons Sustainable Financial Services

Horizons Sustainable Financial Services, Inc. forms are linked here: ADV Part 2A and Part 2B.pdf and Form CRS.pdf

Helping you find your path to financial security.

Advantages of Working With a Fee-Based CERTIFIED FINANCIAL PLANNER™

As an independent* locally owned business I offer objective unbiased advice. As a CERTIFIED FINANCIAL PLANNER™ I create fully integrated plans by aligning your goals with all areas of your financial life. As an investment manager I follow prudent investment principles creating investment plans aligned with your personal philosophy and your tolerance for risk and time horizons. My focus is in Socially Responsible Investing. I am able to invest your money in companies that you believe in and that share your values. As a fiduciary I embrace a higher standard of client care.

 

Patricia Hathaway
Patricia Hathaway
Owner - CFP®

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.

Patricia Hathaway is an Investment Adviser Representative (IAR) of Horizons Sustainable Financial Services, Inc. (https://www.horizonssfs.com). The Horizons home office can be reached at 505-982-9661 or Info@HorizonsSFS.com As a fiduciary advisory firm, Horizons offers a wide range of investment services to further socially conscious values. Whether you’re already familiar with Sustainable, Responsible, Impact (SRI) Investment principles or looking to learn more, we can guide you in both selecting investments that support your personal values and engaging in shareholder advocacy to positively influence corporate behavior. Horizons is a Registered Investment Adviser, registered with the SEC and incorporated as a “New Mexico Benefit Corporation” (https://horizonssfs.com/nm-benefit-corporation). Additional information about us is available at ; our CRD # is 164970 and our SEC File # is 801-120599. Please review the various Disclosures and Disclaimers on our website (https://horizonssfs.com/about-horizons/disclosures-and-disclaimers).

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