Client Area

CLICK BELOW TO ACCESS REPORTS ON YOUR ACCOUNT.

Safeguard your personal information by keeping your passwords confidential and by logging off your browser when done viewing your reports.

Please contact us if you need assistance of any kind.

HFM Clients –

Effective February 28, 2015 the “Your HFM Reports” link on this website has been retired.  We have invested in new technology which is the “Client Portal” below.  If you haven’t already, please contact our office to schedule an appointment for help getting your accounts up on the Client Portal.  Please also note that much of the transactional information that was provided in “Your HFM Reports” is available on the Schwab Alliance link below. 

Your HFM Team