Plan with Purpose.
Elevate Possibilities.

No matter where you are in life, your financial story has potential—and we’re here to help you unlock it. At HFM, we provide comprehensive wealth management solutions to help you meet your life goals. As an independent, fee-only fiduciary, we bring a time-tested process and a refreshing, client-centered approach to financial planning.

Our Services

For Individuals & Families

With our proactive approach to wealth management, we help you develop clarity, purpose, and a vision for your future through personalized wealth management that aligns with your unique life goals.

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For Family Businesses

We understand the unique challenges faced by family businesses. Through our Master Wealth Plan 2.0, we create comprehensive blueprints that harmonize the needs of your family, your business, and yourself—building a foundation for generational wealth and family unity.

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For Organizations

Since 1989, we’ve helped organizations strengthen financial performance, manage investments, and free up leadership to focus on core priorities. We help businesses and organizations of all types gain clarity around their complete financial picture.

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Why HFM?

Our comprehensive and client-first approach ensures your individualized financial plan is unique to you, tailored to your goals, and stress-tested to eliminate uncertainty. What’s more, our program offers what many of our competitors don’t.

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Proven Process

With decades of experience managing money, we’ve created a time-tested program for creating a personal financial plan to meet your specific objectives.

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Team-Based Approach

Your financial plan is made stronger by not one financial advisor, but the combined expertise of our entire team.

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Goals-Based Investing

We take the time to get to know you, your goals, and your evolving circumstances to help navigate your financial picture through life’s opportunities and uncertainties.

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Knowledge Is Your Best Investment

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The more you understand, the better decisions you make—it’s that simple. When you work with us, you’re not just getting advice, you’re gaining the financial fluency to move forward with confidence. You’ll have a knowledgeable team at your disposal, combining our collective insights to strengthen every strategy we build together. Our Resources section is here to support that journey, offering clear insights on everything from investment fundamentals to life stage planning.  

Explore Our Resources
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Insights

  • GIVE! But Before You Do: 3 Charitable Giving Tips

    We hope these tips will make the giving season a little less stressful: Tip #1: Charity scams can be very convincing. Tip #2: Your donation may or may not be tax deductible. Tip #3: Identify a giving budget.

  • What’s the Best Way to Teach Financial Skills to Children?

    Some parents would rather speak to their children about practically anything other than money. But such reluctance carries a high price. While there are many legitimate ways to discuss finances with youngsters, financial experts say, two things are for sure: Start early and talk often.

  • Consumer Alert: Scammers Change Tactics, Once Again

    IRS.gov — Aggressive and threatening phone calls by criminals impersonating IRS agents remain a major threat to taxpayers, but now the IRS is receiving new reports of scammers calling under the guise of verifying tax return information over the phone.

Let’s write your story together.

Are you ready to see how HFM can transform your financial planning and wealth management? Contact us today for a free consultation.

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