Client Experience
Delivering a Client Experience Built for You
Fiduciary
Fee-Only Advice
We deliver fiduciary advice always acting in your best interests.
Financial Team Leader
We are the leader of your financial team, taking care of all of the details big and small and coordinating with your CPA, attorney, and other advisors so that you do not have to spend your time managing the process.
Online Reporting
We have invested in technology to provide you with online 24/7 reporting so that you do not have to wait for a meeting to find out what is going on with your money.
Team Approach
We operate with a team approach so that more than one person at HB knows your situation and so that we can leverage the expertise of the entire firm to help address your issues.
Interactive Planning
We have invested in interactive financial planning technology that allows us to show you how your wealth forecast is affected by different events and assumptions as part of an interactive meeting.
Deep Expertise
We have deep expertise, encouraging the majority of our client service associates earn their CFP® certification and/or their CFA® charter.
Client Stories
We put it all together in some example client stories that highlight how we focus on different unique client situations to deliver the total client experience that you want and deserve.