Our Firm

Katherine Hurley, CLU
President & CEO
Infinity Financial Group

  Enhancing and Protecting Executive Wealth

Katherine Hurley brings over 20 years of industry experience to the practice and understands that every client has unique needs. Her role is to help executives and business owners make smart, well-informed decisions about their investments and wealth protection strategies.

Kathie is a Registered Investment Advisory Representative, (IAR) of AXA Advisors, LLC, a financial services firm offering access to many of the country's leading investment management and insurance companies through AXA Network, LLC. These alliances allow the firm's financial professionals to provide suitable products based on a client's unique investment strategy.

Infinity Financial Group focuses on working with senior level corporate executives and business owners who are in their peak earning years. Their chief financial concerns typically include tax-efficient asset accumulation during their working years, and financial independence during retirement.

The Client Relationship

As Kathie begins the process of getting to know each client's needs and preferences, she acts as a personal financial coach. After evaluating a client's current circumstances and acquainting herself with their specific goals, Kathie often consults with a network of professionals who form her strategic alliance team. These include individuals with expertise in estate planning, executive benefits, and tax planning needs. She believes the synergy developed by this professional teaming leads to a more efficient and focused financial strategy. Often, her clients already have established relationships with a CPA or estate planning attorney, so Kathie includes these advisors in the planning and recommendations process.

The Planning Process

During the initial consultation, Kathie assesses the client's objectives and goals. If appropriate, she may recommend a comprehensive financial plan to analyze current cash flow, net worth, investments, retirement, survivorship, education funding and estate planning strategy. This review also takes into consideration the client's available resources, desired rate of return, and risk tolerance. Kathie refers to this approach as "holistic financial planning".

Wealth Protection

In addition to investment portfolio management, Kathie provides a review of asset protection needs including life, health, disability income and long term care insurance. Without adequate protection, a client's investment portfolio and financial independence can be put at risk from unforeseen circumstances.

Complimentary Initial Consultation

Please take a moment to review the additional information found on this web site to learn more about the financial products and services offered by Kathie Hurley and Infinity Financial Group. Many of her new clients have worked with various financial professionals over the years but have never clearly defined their goals or developed a comprehensive strategy for achieving financial independence. Contact Kathie to arrange a complimentary introductory meeting to assess your progress in achieving your financial goals.


Katherine Hurley offers securities and investment advisory services through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, and offers annuity and insurance products through AXA Network, LLC and its subsidiaries. Infinity Financial Group is not owned or operated by AXA Advisors or AXA Network. AXA Advisors, LLC and AXA Network do not provide tax or legal advice. Please consult your tax advisor and/or legal advisors regarding your particular circumstances.