Hasenberg Financial Group

Hasenberg Financial Group is a U. S. -based firm specializing in financial advisory services, helping clients manage their wealth through tailored strategies that encompass investment management, retirement planning, and more. Founded in 1994 by Chris Hasenberg in Eau Claire, US, Hasenberg Financial Group provides a range of financial services.

In October 2025, Edelman Financial Engines, LLC, a portfolio company of Warburg Pincus and Hellman & Friedman, acquired Hasenberg Financial Group. The company operates independently and has not undergone any significant changes in business operations since its inception. Hasenberg Financial Group offers a comprehensive suite of financial advisory services, focusing on financial planning, retirement planning, investment management, tax planning, insurance guidance, and estate planning. Their integrated approach allows clients to manage their wealth effectively through personalized financial strategies tailored to individual goals and circumstances, addressing various client needs including wealth accumulation and legacy planning.

The company serves a diverse client base across multiple geographical markets throughout the United States. Hasenberg Financial Group generates revenue through advisory fees and management fees linked to the financial services they provide. Clients typically engage through a structured consultation process, receiving tailored financial advice based on their specific needs and goals. Their revenue model includes annual management fees calculated as a percentage of assets under management and potential one-time fees for specific financial planning projects, reflecting the complexity and scope of services provided.

In October 2025, Hasenberg Financial Group was acquired by Edelman Financial Engines, LLC, which is a portfolio company of Warburg Pincus and Hellman & Friedman. This acquisition enables Edelman Financial Engines to expand its Midwest footprint and strengthen its estate planning capabilities while aligning with its client-first growth strategy. The specific details of upcoming products and geographic expansions have not been disclosed.