We created HFI Wealth Management (HFI) in 1992 after asking ourselves: If we were interviewing wealth managers or financial planners, what characteristics would we want in our advisors? The list was short with all of those attributes falling into three important categories:
These requirements form our “Client’s Bill of Rights.” The wealth manager or financial planner that delivers all three is uncommon. Here’s how we do it:
People: Competence is the hallmark of a great firm. Here at HFI Wealth Management, we pride ourselves on our credentialed people and their in-depth experience. We hold ourselves to an educational standard that we believe is unique among financial services firms. HFI senior wealth managers are required to have and maintain the CFP® certification from the Certified Financial Planner Board of Standards, as well as at least one other advanced degree or designation. In addition to advanced degrees such as Master of Science in Business Administration (MBA), Master of Science in Financial Planning (MSFP) and Master of Science in Finance (MSF), our professionals hold the following designations: Certified Financial Planner (CFP®)), Accredited Investment Fiduciary (AIF®), Certified Public Accountant (CPA), Professional Plan Consultant (PPC) and Accredited Asset Management Specialist (AAMS).
Process: Our process underpinning is diligence. We believe that investment strategies should be created with specific goals in mind and the financial planning process is the foundation of the recommendations we make. Diligence is not only the hallmark of the HFI financial planning experience but also the foundation of the firm’s investment process. With a disciplined approach to investment selection and management, HFI ties investment performance to each client’s financial goals.
Business Model: Our business model is built on integrity. Financial planners should deliver advice in an environment that minimizes the potential for conflicts of interest. As a fee-only financial advisor, our sole source of revenue is fees paid by clients, not commissions or incentives paid by brokerage firms, mutual funds or insurance companies.
We are pleased that you are considering HFI Wealth Management. We work hard for our clients and they don’t keep it a secret. HFI financial advisors enjoy high referral rates from existing clients, as well as from professional colleagues. This is, perhaps, one of the reasons why HFI Wealth Management is consistently named one of the leading financial planners in America by publications such as Medical Economics, Wealth Manager, Paladin Registry and Financial Advisor. We invite you to meet with one of our financial advisors and learn more about how we can help you achieve financial peace of mind.