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Tyler Hackenberg, CFP®, EA, CSRIC®

God has a plan for your finances - let me help you discover it.

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Drexel Day Financial Tyler Hackenberg, CFP®, EA, CSRIC®
Willow Grove, Pennsylvania

Serving Clients Nationwide

God has a plan for your finances - let me help you discover it.

(267) 857-2641

Website

Areas of Focus

  • Estate Planning
  • Retirement Planning
  • Saving for College
  • Socially Responsible Investing
  • Taxes

About Me

Hi, I'm Tyler Hackenberg. I’m happy you are here to allow me to introduce myself to you. I founded Drexel Day Financial LLC to help Catholic individuals and businesses align their faith with their finances.

I started in the finance industry at Vanguard. I learned from standing on the shoulders of the giant Jack Bogle. I learned about putting clients first. I also became a CERTIFIED FINANCIAL PLANNER® practitioner while at Vanguard.

I got specialized in retirement topics. And taxes were always in the back of my mind.

I am an Enrolled Agent, which helped me get even more specialized in taxes.

I specialize in Catholic Issues around private schooling and socially responsible investing.

You can find my firm's website at www.drexeldayfinancial.com

I am also a member of the Catholic Financial Planner Network.

Professional Designations

  • Certificate in Blockchain and Digital Assets
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered SRI Counselor (CSRIC)
  • Enrolled Agent (EA)

Affiliations

  • Catholic Financial Planner Network
  • CFP Board
  • Digital Assets Council of Financial Professionals
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Willow Grove, Pennsylvania 19090

Meeting Options

  • Video Conference
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. This call is an opportunity for us to get to know each other and decide if it may make sense for us to work together. First, I get to know you! I learn about your goals, your discernment of God's direction for your life (and how that matches up with your current financial situation), and then we talk about whether or not I'd be a good fit for your needs.

Offers Investment Management

Yes

About our Firm

As a Catholic, you look at money differently: it's not your own, but rather a gift from God to be used with prudent discernment.

And you need a financial advisor who views it the same way.

At Drexel Day Financial, you'll receive financial advice from a faith-based, non-judgemental perspective - because I share your same values and can help you chart a course towards God's future.

AUTHENTICALLY CATHOLIC - As a Catholic financial advisor, my passion is helping other Catholics eliminate financial barriers to living out their vocations. That's why all of the services are aligned with the USCCB's guidelines for investing your money morally.

PEOPLE OVER PRODUCTS - Other financial advisors are tied to specific products, which means they can only recommend certain solutions. I am not affiliated with any particular agencies, which means we have a universe of options we can utilize to get you where you want to be.

INTO THE DEEP - How much easier would it be to answer God's call if your finances were aligned with your spiritual goals? God is the ultimate planner, and my job is to help you discern and put that plan into action through structures that enable you "put out into the deep" and trust His providence.

Education

Penn State University, Bachelor's degree, Security & Risk Analysis

Badges

Hobbies and Interests

  • Church
  • Entertaining
  • Family
  • Reading
  • Television
  • Volunteering
  • Wine
  • Writing

SEC Lookup

https://adviserinfo.sec.gov/firm/summary/318791

Who We Serve

  • Baby Boomers
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Parents
  • Young Families

Thousands of people visit wealthtender.com each month to discover and connect with financial advisors ready to help them enjoy life more with less money stress. To make this service free to you, Wealthtender earns money from advisors who pay to be featured. This creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors. Learn how we operate with integrity to earn your trust.

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