Our Firm

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HN Wealth Management is an independent financial services firm founded in July 2009. We are focused on helping families, businesses, and individuals achieve their lifelong goals. Our philosophy is to deliver high quality personal and professional service while providing clients comprehensive financial advice to make informed decisions when managing and protecting their wealth and secure their future. We are dedicated to developing lifelong financial relationships with our clients, built on trust, and offer a unique and distinct approach based on the discussions we have with them.

Although many firms strive to build a good reputation, we believe it is what’s on the inside that counts. Our firm was founded in the belief that if we always do what is right for our clients, our reputation will take care of itself. We ensure that our process is transparent, that all fees, expenses, and expectations are known at all times. As a trusted firm, we are committed to placing your interests first, listening to you throughout our entire process, continually monitoring your progress, and revising the plan as needed.

Unlike large financial institutions, we are not affiliated with any insurance or investment companies. We are truly objective in the advice we give and the products we recommend, including: investment management, estate planning, tax planning, retirement planning, risk management, and income tax preparation. We understand each client has their own unique circumstances that require us to develop and monitor financial and investment plans tailored to suit their needs. Click here to find out more about our services available to you.