Hannah ForneyHannah Forney, CFP®, AIF®Executive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Hannah
Hannah Forney is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Hannah works closely with multiple generations of client families, as well as individual athletes, helping them approach their wealth more thoughtfully and strategically. She shares the wisdom she has gained from guiding families through important decisions in their lives and wealth, supporting them in reducing stress, regaining time in their lives, and enhancing the clarity of their financial frameworks.
Deeply committed to the clients she serves, Hannah takes her work very seriously, recognizing the preciousness of client trust. She devotes significant time and energy to her client relationships, demonstrating how much she values each person through her attentiveness and care. Her areas of focus include long-term planning, estate planning strategies and guardianship, concentrated stock strategies, portfolio design, retirement planning, and cash flow. A strong communicator, Hannah collaborates well with clients' external tax and legal advisors, advancing steady momentum on shared initiatives.
Clients look to Hannah as a reliable presence in their lives—someone who will speak with them honestly, sharing the ideas she has gained from advising peer clientele. Hannah, in turn, is proud to become a member of a client's extended family, walking with them through key crossroads in their lives, legacies, and wealth.
Prior to joining J.P. Morgan Wealth Management in 2023 with her team, Hannah spent nearly five years with First Republic Private Wealth Management, where she was a Vice President and Wealth Manager. Earlier, she served as a Financial Advisor at Merrill Lynch for four years. Committed to professional excellence, Hannah holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the CFP® Board of Standards, Inc. She also holds the AIF® designation.
Hannah earned her B.A. in Communications from the University of Colorado Boulder, where she was a member of the Women's Basketball Team for four years, served as team captain, and earned Academic All-Big 12 status.
Following graduation, she was an Assistant Coach for the Women's Basketball Team at Colorado Christian University. Hannah was newly appointed to Court Appointed Special Advocates for Children (CASA) Board of Directors.
Within her community, Hannah has been an active fundraiser for Special Olympics and participated in its Executive Polar Plunge in the Willamette River—an experience she is brave enough to repeat next year.
Hannah and her husband, Michael, love to spend time with their three young sons. They stay active as a family, exploring the Pacific Northwest, enjoying the outdoors, and venturing on the ski slopes.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowJ.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read NowHelping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowThe value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowHow to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now