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Hartwell Financial LLC

Originally founded as Hartwell & Company in 1989, Hartwell Financial LLC has grown from one office in St. Joseph, Michigan, to three locations in two states.

We engage with businesses and families of all sizes, providing accounting work, consultations, tax planning, and tax preparation services.

For years, clients have known us not just for our tax work, but also our Advisory Services. In 2022 we took steps to rebrand the business. Hartwell Financial LLC now operates as our Accounting and Tax practice, while Hartwell & Company is the name by which we provide Financial Planning services. All of this work continues to be provided by the same team in the same offices, just under two distinct names.

Our Team

Our Team

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Jim Hartwell
Founder & President

Phone: 269-983-2212

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Dawn Hartwell
Administrative Assistant

Phone: 269-983-2212

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Dawn Stewart
Executive Assistant

Phone: 269-983-2212

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Deb Richardson
Director of Accounting Services

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Ryan Hartwell
Financial Advisor

Phone: 720-802-9001

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Paul Genua
Executive Assistant

Phone: 269-932-7090

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Michael DeRosa
Planning Assistant

Phone: 269-983-2212

Need more details?

Click the button to the right to contact us today.

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