Why Choose HF Advisory Group
WE ARE EXPERIENCED:
We have over 25 years of experience managing money in a variety of market environments. Although we cannot control or predict market movements, we actively manage risk and we keep our clients flexible enough to take advantage of market conditions.
WE TAKE AN INDEPENDENT PERSPECTIVE:
As an independent wealth management firm, we are free from proprietary products or investments, which allows us to put our clients and their needs at the center of everything we do. We are committed to a transparent, conflict-free business model that allows us to do the right thing for our clients at all times.
WE BELIEVE IN COLLABORATION:
WE BELIEVE IN COLLABORATION:Our clients don’t just get access to a single advisor; they get the benefit of our deep relationships. By working collaboratively with individual experts, we give our clients the specialized expertise they need while ensuring that all pieces of their financial plan are working together. We have built relationships with local attorneys, CPAs, estate planning specialists, and more in order to help our clients cover all their bases.
WE BELIEVE IN EDUCATION:
Financially savvy clients make better financial decisions, which is why we take the time to educate our clients. We never execute strategies until our clients are comfortable with each step. We are family-oriented and encourage our clients to bring their spouses and children to meetings, to ensure that each of their loved ones is educated and aware of the financial strategies we have built.
WE OFFER UNPARALLELED SERVICE:
We offer our clients responsive, friendly service that allows us to build deep, lifelong relationships. Our clients trust us to proactively anticipate their needs and take care of all the pieces, so they can get back to doing what’s important.
WE INVEST IN ADVANCED TECHNOLOGY:
In order to better serve our clients, we leverage the same technology used by the biggest financial firms in the country. Our clients live busy lives and we help them stay organized by offering secure online and mobile access to their entire financial life – including investment and bank accounts, credit cards, and even mileage and credit card awards. Each client is given a customized Client Portal where they can see their entire financial situation on a single page including:
- Up-to-date financial information
- Access to important documents
- A monitoring system
We strive to provide the best strategic advice to our clients so that you can make investment and lifestyle decisions. This personalized planning tool will assist you in making more informed decisions.