We are honored to earn our clients’ trust through our commitment to our comprehensive, lifelong financial planning process.
CFP® Certificants All our senior advisors must be CERTIFIED FINANCIAL PLANNER™ professionals*.
Independent We are truly independent. This means we don't have a parent company looking over our shoulder telling us we need to recommend certain products.
Fiduciaries We act in our clients best interests relating to all assets our clients hold.
Fee-only We typically charge a retainer (small percentage of the assets we manage on your behalf). We do not sell any commissionable products, i.e. insurance.
* Industry-wide, only about 28% of advisors have earned this designation.
We maintain open lines of communication with our clients, listening closely to them, helping them to remain focused on their long-term goals, advocating for them every step of the way.
Our advisors are proud to serve you as your constant guide and problem-solving partner through all seasons of life.
is too important to leave to chance.
As your trusted advisor, we will walk alongside you to help you gain clarity about what you *truly* want and need.
our advisors take pride in serving their local communities.
Here at The H Group we value community involvement because we believe growing financial success starts right at home. For this reason we encourage our team members to do their part in each of their local communities.
