Michael T. Hartley, CFP®
Michael Hartley is the second generation Chairman and Chief Executive Officer of Dale K. Ehrhart, Inc. (DKE) a family wealth management firm. He also is a principal of Transition Dynamics Inc, a consulting firm advising financial and business families in the areas of governance and life long learning. He works as part of collegial teams that provide sophisticated estate, tax, and investment planning, as well as family office services to some of America’s wealthiest families. Mr. Hartley is an emeritus board member of The Family Firm Institute (FFI), a member of the Financial Planning Association, the National Committee on Planned Giving, Attorneys for Family Held Enterprises (AFHE), and is actively involved in the governance of many foundations and charitable organizations. He is a recipient of the Outstanding Leadership Award from the National YMCA Southern Region. He holds certificates from FFI in Family Business Advising and Family Wealth Advising and served as a faculty instructor for FFI’s Launching Pad course.
He is the co-author of “Master Plan: Integrating Your Financial Planning, Legal and Estate Planning and Life Planning” a book intended to help families manage all three forms of wealth. He has had articles published in Trusts and Estates Magazine and many others and curates 24 online magazines including titles “Global Economics and Investing,” “CyberSecurity,” “Social Impact and Philanthropy,” and “Effective Presentations.” Michael is a recognized author and speaker on topics involving the strategic management of a family’s human, social and financial capital.
Michael W. Hartley, MBA, CFP®
Mr. Hartley joined DKE Advisor Solutions in 2003 and is currently President of DKE Advisor Solutions and oversees the Outsourced Back Office & Investment Management platform, and the Virtual Family Office platform. He directly supports advisors on a consultative basis and is responsible for the implementation and ongoing maintenance of proprietary and third party software used to support both DKE platforms. He is a CERTIFIED FINANCIAL PLANNER™, holds the Family Wealth Advising and Family Business Advising Certificates from The Family Firm Institute (FFI), and was recently listed as a Top 40 Under 40 Advisor by WealthManagement.com, the digital resource of Trusts and Estates magazine.
He earned both his Master’s Degree in Business Administration with a concentration in Finance (2005) and his Bachelor’s Degree in Business Administration with a concentration in Management (2003) from the University of Miami (Miami, Fla.). He also completed the University of Chicago’s Graduate School of Business course for Strategic Portfolio Design.