A New Way Forward
Starts Here

We are a financial planning & asset management firm that translates financial complexity into simple and straightforward strategies that support you through every stage of life.

How Financial Planning Can Help

We Can Do

Awesome Things
Together

When planning for your future feels challenging, Hess Financial is here to help. Our financial planning team translates complex topics into nuggets of information that are easy to understand. We develop recommendations based on your unique situation and life goals. Whether you are thinking about retirement, experiencing a transition, or just want to know if you are doing the right thing, our comprehensive planning process provides actionable steps so you can feel confident making decisions.

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  • We are all about financial planning.

    Financial planning is the foundation of how we work with people because it has the power to help with decision making and minimize missteps.

  • We don’t wait for our clients to call us - we call them.

    We’ll be there for you. Our team will reach out to you with reminders and smart strategies before you even think to ask for help.

  • The right relationship is everything.

    When you are ready for personalized attention and responsive service, a planning relationship may be right for you.

  • We are educators.

    We’re committed to providing straightforward financial advice that simplifies complex topics & builds confidence.

  • We are ethical and transparent.

    Working with a CERTIFIED FINANCIAL PLANNER™ professional is assurance that he or she is a credentialed specialist who is held to high ethical standards.

Meet Our Team

When you work with Hess Financial, you work with a team, not just one advisor. We’ve cultivated an environment of collaboration so that each member of our team can listen to questions and provide information when you need it most.

Stephan Hess

Stephan Hess

CFP® CDFA®
Robyn Hill

Robyn Hill

JD CFP® CDFA®
Derek Hess

Derek Hess

CFP®
Sara Kate Lasher

Sara Kate Lasher

CFP® CPA
Sarah Gatchell

Sarah Gatchell

Client Service Associate
Kaley Kyger

Kaley Kyger

Financial Planning Assistant
Meet Our Team
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Explore Your Options With

Comprehensive Financial Planning

Financial Planning

A comprehensive financial plan can provide guidance that grows with your family and adjusts as your financial life becomes more complex. Our process leaves you with actionable steps that you can implement on your own, or with our help if you are ready for an ongoing relationship.

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Ongoing Planning

Are you looking for an accessible advisor who responds quickly and carefully to your questions? If you are outside of your comfort zone when it comes to managing investments and making decisions, you may be ready to have a financial partner to help you navigate the complexity.

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Divorce Planning

Big life changes are scary. Whether you are just starting to think about divorce, in the middle of one, or looking for help as your new reality sets in, we provide a safe and confidential place to ask questions and explore what life after divorce might look like.

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We Translate Your Future Into

Actionable Steps

  • Initial Call

    We start with an initial call to understand your goals and explain our process.

  • Gather Information

    We give you a list of documents and information to gather.

  • Analyze

    We review what you’ve collected and meet again to explore everything in depth.

  • Present

    We go over our observations and provide you with a checklist that outlines our recommendations.

  • Support

    We answer any questions and discuss how we can help support your plan going forward.

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In The News

Decoding The Headlines

Two people in casual outdoor attire stand side by side in front of a lush, green hillside under a clear blue sky.

Taxes Don’t Have to Destroy Your Wealth-Building Plans

Taxes are unavoidable, but they don’t have to hold back wealth building. Learn a smarter long-term financial strategy.
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Hess Financial team members meetings about estate planning at a conference room table

Why Your Credit Score Still Matters — and How to Improve It in 2026

Your credit score impacts loan rates, approvals, and long-term wealth. Learn how it works, why it matters, and how to improve your credit score in 2026.
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Financial Planning Journey