Meet Casey Halliley

Award-winning financial educator, storyteller, and your guide on your wealth-building journey

Empowering young women with financial literacy through relatable stories and clear, actionable advice.

From Trading Floors to Financial Empowerment

Casey Halliley spent over a decade trading currencies and structured credit at Citigroup and Barclays Bank PLC. After seeing how financial literacy was often misunderstood or ignored, she knew something had to change. In 2014, Casey founded Wealthology, where she helped educate thousands on financial wellness. Her passion? Making it simple to start building your wealth when you’re just starting out.

Introducing
The Orchard Method

Frustrated by the complicated, often inaccessible world of finance, Casey created The Orchard Method—an approach that breaks down financial concepts through storytelling. No jargon, no unnecessary complexity—just practical advice you can use. Whether it’s understanding your earnings, credit, taxes, investments, or wealth-building, The Orchard Method is designed to meet you where you are.

Why Financial Literacy Shouldn’t Wait

For most of us, financial advice comes too late—when we’re already in our 30s. But to really build wealth, you need to start early. That’s why The Orchard Method focuses on young women just beginning their careers, providing the tools they need to take control of their financial futures now. Don’t wait until it’s too late. You deserve better.

A Trusted Voice in Financial Education

Casey has spoken at the United Nations, SXSW, and The Department of Defense’s Financial Readiness Symposium. As an award-winning professor at CUNY Baruch College, she developed and teaches the highly praised Financial Planning and Individual Investing course. With 20+ years in high-stakes finance and a deep commitment to accessible education, Casey is here to simplify your financial journey.

Chelsea Stark Managing Editor Polygon, a Vox Company

I just wanted to say thanks for you awesome presentation last week. I feel like I have sat through a few of those, but your breakdown was the clearest and easiest to understand, especially in explaining how little putting into your 401k affects your take-home pay. (I wish 22-year-old me had seen that advice!) If you still have any spots in the next-level class, I’d be interested.