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The Hyperion FORMula—Retirement planning

for families, professionals, and business owners.

MAXIMIZE INCOME—MINIMIZE TAXES—INVEST WISELY—OPTIMIZE LIFE

Free Hyperion Assessment

The markets are unpredictable, but plans

can bring stability.


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With proper planning, time can be on your side.


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For more than 30 years Hartwell & Company has served clients throughout Southwest Michigan, providing comprehensive tax strategies and financial planning services. Now serving clients in Parker, Colorado, and nationwide.

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Life is a journey. Though the future is uncertain, we are passionate about walking with you so that you gain confidence in the path you’re on.


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Time is a limited resource. In a constantly changing world we want to spend our time where it matters most. 

Our process, the Hyperion FORMula, focuses on three D’s.

Discover

Discover

Design

Design

Deploy

Deploy

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Let us help you create a clear vision of your future.<br/>

Let us help you create a clear vision of your future.

  • Be ready for what life throws at you next.
  • Retire with confidence.
  • Spend your time where it matters most.
It&#8217;s normal to worry about the future, but you can do something about it.

It’s normal to worry about the future, but you can do something about it.

  • Markets are unpredictable.
  • We’re all facing constant uncertainty.
  • Taxes are hard to understand.
WEALTH BUILDERS

WEALTH BUILDERS

CASE STUDY #1

Wally and Linda are starting off their careers and just had twins. Wally and Linda want to build and protect...

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NEARING RETIREMENT

NEARING RETIREMENT

CASE STUDY #2

Barry and Iris have run at full speed in their working careers. They enjoy their work still but are interested in slowing down and have work optional...

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RETIRED

RETIRED

CASE STUDY #3

Jay and Joan have been happily married for 40 years and also happily retired for 5 years. Jay served the city for 35 years. They enjoy time with their kids....

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BUSINESS OWNER

BUSINESS OWNER

CASE STUDY #4

Professor Hamilton is the founder and owner of STAR Labs for the past 15 years. He is looking to sell the business...

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Meet Our Team

Dawn Hartwell

Dawn Hartwell

Administrative Assistant

Dawn Stewart

Dawn Stewart

Financial Planning Assistant

269.983.2212

Deb Richardson

Deb Richardson

Client Services Associate

269.983.2212

James Hartwell

James V. Hartwell, CPA, CFP

President and Founder

269.983.2212

Michael DeRosa

Michael DeRosa

Planning Assistant

269-932-7086

Paul Genua

Paul Genua

Executive Assistant

269-932-7090

Ryan Hartwell

Ryan Hartwell

Financial Advisor

720-802-9001

Meet With Us
St Joseph, Michigan&#160;

St Joseph, Michigan 

Address: 

800 Port St

Suite D

St Joseph, MI 49085


Phone:

269-983-2212

Kalamazoo, Michigan

Kalamazoo, Michigan

Address: 

4341 S Westnedge Ave

Suite 1202

Kalamazoo, MI 49008


Phone:

269-327-5250

Parker, Colorado

Parker, Colorado

Address: 

12760 Stroh Ranch Way

Suite 102

Parker, CO 80134


Phone:

720-802-9001

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