Council Rock Wealth Advisory Group Team Profile

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:

1:1 financial advice based on your goals and needs.
Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
Regular meetings to review your goals, progress, and investments.
Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Request a consultation

Retirement Planning Strategies
Sustainable and Responsible Investing
Financial Strategies for LGBTQ Couples and Families
Tax Planning Strategies
Women's Financial Strategies
Wealth Preservation Strategies
Insurance
Estate Planning Strategies

Daniel Hayes, Ameriprise Chairman's Advisory Council, 2019, 2020, 2021, 2022
Daniel Hayes, Forbes Best-in-State Wealth Advisors, 2019, 2021
Daniel Hayes, Barron’s Top 1,200 Financial Advisors, 2021
Mary Beth Fairchild, Forbes Best-in-State Women Wealth Advisors, 2022

Council Rock Wealth Advisory Group is committed to alleviating domestic hunger through its partnership with Feeding America®. Our team volunteered locally at Foodlink, Inc. to help organize and distribute food to local communities!

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