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Welcome to Insights

Greetings from sunny South Florida! I’m thrilled that you are here — and I’m excited to announce the launch of Insights.

On this blog, I’ll be helping you navigate the numbers and emotions of your professional and personal finances so you can focus on what matters most to you and experience financial freedom.

Want to know if your retirement portfolio is actually working? I’ll cover that.

Want to know if there’s a better way to save for your kids’ futures than praying they’ll become the next golf pro like Brooks Koepka or the next tennis prodigy like Coco Gauff? I’ll help you with that, too.

And me? My name’s Mike Hennessy, CFA, CFP® — boater, husband and father. I’m also the founder of Harbor Crest Wealth Advisors, a fee-only registered investment advisor based in Fort Lauderdale, Florida.

Insights is where family, friends and South Floridians can get no-nonsense, straightforward answers to pressing financial questions. I promise that I’ll write honestly and clearly about what matters to you. And if something really resonates with you, reach out to me. I love talking shop, but I also love hearing people’s stories.

Here’s What You Can Expect

I’ll publish articles at least twice a month, focusing on a particular theme or topic. Some will be financially focused, but I’ve learned from working with our clients that understanding the numbers is, at best, only half of the battle.

I’ll give tips on how to fine-tune your financial plan for your family and business so you can spend less time stuck in the office neck-deep in spreadsheets and more time at the beach, out on the boat, or (my wife’s favorite activity) simultaneously watching Netflix and scrolling Instagram.

You can also sign up for my monthly newsletter here so you don’t miss a blog post.

Thank you for dropping by, and I can’t wait to hear from you soon!

Mike Hennessy, CFA, CFP® 
Founder and CEO of Harbor Crest Wealth Advisors