Senior Partner & Co-Founder
Damien
's Story
Damien Hanly is a seasoned financial advisor with a decade of experience helping clients navigate the complexities of financial planning and investment management. Born and raised in New Jersey, Damien’s family roots extend to Ireland and the UK, reflecting his dual citizenship and a global perspective. His career in financial advising began during the recession, where he discovered a passion for building strong client relationships and guiding individuals toward their financial goals.
Now based in Pennsylvania, Damien strives to provide his clients with the best possible advisory experience. He believe that by combining his expertise in US and cross-border financial planning with cutting edge technology, he can deliver an engaging, personalized investment service, tailored to one’s financial goals and unique circumstances. Damien provides his clients a white-glove service that's enhanced by his firm’s relationships with institutional partners that are some of the world’s most highly regarded for custody and investment management. As a US based Investment Advisor Representative with 15 years of experience advising on domestic and overseas assets, Damien is uniquely positioned to be able to bring the value of our US fiduciary advice model to our clients throughout the US and beyond.
About
Rosefinch
Rosefinch Investment Advisors is an independent, client-focused financial advisory firm dedicated to helping individuals and families achieve their financial goals. With a collaborative team approach and over 100 years of combined industry experience, Rosefinch blends human expertise with innovative technology to provide personalized and engaging financial solutions.
As a firm free from external shareholders or corporate influence, Rosefinch fosters a partnership culture that puts clients' interests first. The team works closely with clients to design comprehensive financial plans and tailored investment strategies, emphasizing transparency, risk management, and long-term growth.
Rosefinch’s mission is to empower clients with the tools and guidance needed to make informed decisions and build lasting financial security. Whether navigating market challenges, diversifying portfolios, or planning for life's milestones, Rosefinch Investment Advisors delivers a modern and holistic approach to wealth management.
Location
Philadelphia, PA
Expertise
Personalized Financial Planning and Insurance Services, Portfolio Diversification, Risk management Long-term Financial planning, Building Client Relationships
Interests
Home Renovation, College Football, Travel, Exploring New Cultures
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