As an independent fee-only firm, we can provide completely objective advice and services to our clients. We have no financial incentive to recommend one investment over another. Instead, we strive to recommend the best investment for your situation.
Learn Why Fee-Only Matters
There aren’t too many firms you can retain that allow you to work hand-in-hand with more than one advisor. At HWM, we take a true team approach to working with our clients. We believe in the adage that “two heads are better than one.” Glen and David work together to develop financial plans and manage investments. Most of the time, both Certified Financial Planners are available to address your financial planning and investment needs.
Learn more about the CFP® Certification, The Standard of Excellence
We have time and resources to individualize/customize each client’s financial plan and investments. Our lower advisor to client ratio will ensure that your needs are met in a prompt manner. For example, some advisors serve thousands of clients, limiting strategic investment research, innovative planning, efficiency, and personal relationships.
Many other potential advisors will retire before you expire. Think of a relationship with HWM as a long-lasting solution. We feel that our age ranges provide you the perfect balance of experience and longevity. Our careers should be going strong to see you through retirement and possibly transition to working with your family’s next generation. This can be a powerful asset preventing you, your spouse, and your family from needing to start over building a new advisor relationship later in life.
We strive to treat every individual with respect, fairness, and integrity. Because of our high standards, we are confident our knowledge, skills, and superior quality services will become evident over time.
Learn why we are rated a 5 Star Advisory Firm with the Paladin Registry
Our services range from one-time consultations to review a client’s financial situation to detailed financial planning, investment management and 401k services. Whatever the scope of the relationship, we seek to provide trustworthy, professional counsel tailored to fit each individual’s unique circumstances.
We hope our website will be helpful and informative as you seek financial assistance. If we can help you in any way, please feel free to contact us.Sincerely,
David S. Hunter
Glen J. Martin