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Our Company

We are Arista Financial Group, a focused, mission-based, and independent resource for institutional and private investors.

We believe institutional investors choose us for our participant-centric, fiduciary support. We understand the overwhelming fiduciary responsibilities institutions face when sponsoring a retirement plan. We aim to provide the fiduciary support they need so they can better focus on what they do best: running their business. The best plan level services can only work so well without excellent employee level services. We seek to help not only business owners, but also their employees pursue their retirement goals.

We believe private investors choose us for our independent, goal-based financial planning approach. As an independent firm, we put our clients’ best interests first in all of our decision-making and recommendations. We work closely with them to develop customized strategies tailored to their unique goals. Understanding the power of knowledge and clarity, we aim to educate institutional investors on their financial opportunities and strategies so they can make informed and confident decisions.

Our Calling


As retirement plan advisors, we strive to help companies design, deliver, and manage retirement plans that provide employees the best possible opportunity to become financially secure.

With over 80% of Americans implementing and managing their own financial planning, our work is vital to their success. By providing personalized strategies and ongoing advice, we create and help them travel down a roadmap designed to guide them toward financial security.

And, because financially confident employees are more productive employees, we know our work is equally as vital to the success of participants as it is to the organizations themselves.


Our vision is to create a future in which financial security empowers all working Americans to discover and serve THEIR calling.

Core Beliefs and Values

*ACCOUNTABLE / ac·count·a·ble / əˈkoun(t)əb(ə)l / – Obligated to a specific result.

*AUTHENTIC / au·then·tic /ˌôˈTHen(t)ik / – True; based on facts; accurate or reliable.

*DEVOTED / de·vot·ed / dəˈvōdəd / – Concentrated on a particular pursuit, purpose or cause.

*INSPIRATIONAL / in·spi·ra·tion·al / ˌinspəˈrāSH(ə)n(ə)l / – Inspiring action; providing ideas for doing something; making others feel hopeful or encouraged.

*SERVANT’S HEART / serv·antsˈ heart / ˈsərvənt härt / – Serving others joyfully; wanting to serve.


In 2005, David Hatter set his sights on creating a different kind of investment services firm. After spending nearly a decade working for a number of well-respected firms in the industry, he wanted to build a firm that put people before profit, and outcomes before commissions.

This vision became Arista Financial Group. Over this past decade, our firm has evolved from a dream into a reality. We have the experienced team, vast services, and latest resources of a national firm, while providing the personalized attention and caring attitude of a boutique practice. While our firm has grown over the years, our commitment to our clients and our passion for helping has never wavered.

Contact us today and let us invest in you.

Our Team

Ideas, capabilities, systems, process and services are great… but PEOPLE make the real difference. That’s why every person on the Arista team is carefully chosen for their unique talents, knowledge, capabilities, and most of all, their passion for what they do.

This is our team. We would love to be a part of yours!

<p style="text-align: center;"><a title="David’s Bio" href="">David Hatter</a></p>

David Hatter


<p style="text-align: center;"><a title="Toby’s Bio" href="">Toby Anderson</a></p>

Toby Anderson

LPL Financial Planner

<p style="text-align: center;"><a title="Todd’s Bio" href="">Todd Howard</a></p>

Todd Howard

Account Executive

<p style="text-align: center;"><a title="Heather’s Bio" href="">Heather L. Douglass</a></p>

Heather L. Douglass

FPQP™, LPL Registered Service Specialist

<p style="text-align: center;"><a title="Ingrid’s Bio" href="">Ingrid Bagwell</a></p>

Ingrid Bagwell

Director of Operations

<p style="text-align: center;"><a title="Jim’s Bio" href="">Jim Carey</a></p>

Jim Carey

Client Services Associate

<p style="text-align: center;"><a title="Daniel’s Bio" href="">Daniel Rodriguez</a></p>

Daniel Rodriguez

Marketing Coordinator

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Top Financial Advisers 2016 – Financial Times