Wealth Management Built For You

Helping Families Protect, Grow, and Manage Their Wealth Since 1989

The HB Difference

Fiduciary
“I want an advisor who is acting in my best interest at all times, period.”

We founded our firm in 1989 based on this core fiduciary value.
Expertise
“I want real knowledge on my financial team, not salespeople pretending to be advisors.”

We require our client service professionals to seek the CFP® and/or CFA® designations.
Alternatives
“I want more than just plain vanilla stocks and bonds in a portfolio personalized for me.”

Our investment experts source and analyze unique private alternative investments to target improved long term performance in combination with our traditional investments.

Comprehensive
“I want someone to help handle everything in my financial life, saving me time and money.”

We serve as your family CFO, handling your investments and planning issues big and small.
Technology
“I want the latest technology to make my life easier.”

We have invested in industry-leading financial planning and investment reporting software to make meetings simpler and give you easy online 24/7 access.
Personal
“I want real people advising me now and in the future to help me stay on track.”

We believe in high touch service and personal relationships. We serve you with a team of people who are committed to working with you for the long term.