We’re an independent wealth management and financial advisory firm.

We’re experienced professionals who take pride in what we do, offering straightforward, trustworthy, and innovative financial advice. We’re passionate about what we do, and we never stop working to be the best at it.

100% independent from top to bottom.

Before creating Wallace Hart, we worked in the private wealth division for several major institutions on Wall Street. During the course of our careers, we realized we could better serve our clients’ best interests by being independent advisors. We don’t have products we are forced to sell, and we don’t accept commissions. We look at every option available on your behalf.

We’re not just financial advisers. We’re fiduciaries.

Not all advisors are the same. Many advisors have different credentials, different training, different responsibilities to their clients, and different standards. Our standard is the fiduciary standard – the highest level one can be held to. Advisors who are fiduciaries must put their clients’ interests before their own, even if it’s at their own expense.

Every recommendation we make is based solely on what’s in your best interest.
Nothing else matters.

Jeremy Wallace, CFP®

Co-Founder & Chief Investment Officer

Jeremy has nearly two decades of experience. He has worked at UBS Financial Services and Merrill Lynch. With a degree in International Economics from Emory University, and a certificate in Financial Planning, Jeremy has opened his own firm to offer independent and comprehensive advice to his clients. Jeremy spends most of his free time with his wife, Julie, and their three children, Isabel, Lincoln and Reid. He is an avid Chicago Cubs baseball fan, enjoys golfing with his wife, and traveling with his family.

Andrew Hart, CFP®

Co-Founder & Chief Planning Strategist

Having worked in the financial industry for over a decade, Andrew has worked at UBS Financial Services, Headley Investment Analysis, and the World Bank Credit Union. With a degree in Business Management from Wittenberg University, and certificate in Financial Planning from Georgetown University, Andrew is a lifelong learner with a passion for serving others. He has contributed to Yahoo! Finance, theStreet.com, and was published in the book “Exchange Traded Profits: Cashing in on ETF Trading”. Andrew enjoys spending time with his wife, Susan, twin boys George and Ted, and daughter Merritt.

Jessica Bedell

Wealth Management Specialist

Jess has cared for clients and their financial well-being since 2007. Prior to working at Wallace Hart, she worked at UBS Financial Services. She is a graduate of Indiana University. Jess is a culture and travel enthusiast, with a special love for Japan. She also enjoys playing board games with friends and spending time with horses at the barn. She considers each ride a success so long as she's able to "keep the horse between herself and the ground”. Originally from Cincinnati, Jess and her husband John live in Lexington, KY.

Our Custodian

Raymond James

We selected Raymond James for custody and clearing of our client assets because of their strength, stability and reputation as one of the most highly-regarded investment firms in the industry.

The firm was founded in 1962 with a commitment to put people, planning and principles first — a culture which continues to guide the company today.

Publicly traded since 1983, Raymond James Financial (RJF) custodies over $500 billion in client assets.

Join Our Team

We’re always looking to recruit the best and brightest.

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