A smooth handoff, by design
June 23, 2026 •
We spend a lot of time thinking about legacy.
The legacy our clients are trying to build, and the one we’re trying to build, too.
One of the things we’ve done intentionally is build our team with a lot of younger advisors. Some are 20, 30 years younger than me.
So when our clients’ wealth is passed to the next generation or two, that generation will be able to stay with HFM and our team of advisors.
That makes for a very easy turnover, turning over the baton not only to their children, but also to our younger advisors.
My business partner Jason is 20 years younger than I am. From there, there’s another set of advisors that’s 10 to 15 years younger than Jason. So we actually have three generations that are going to take care of your kids and grandkids.
We built it this way to help us provide the white‑glove service our clients deserve.
Because we’re looking at not only their investments, but at their entire life as it revolves around their business, their growth, their protection. And we can be the quarterback of that.
That means each of our team members has their own unique skillset. It also means all the team members know what’s going on with most of our clients. Because if our team is not involved, then we’re not going to be able to deliver on the value that we say we are to the business owner.
You get multiple different views and insights, from someone like me with almost four decades of experience in this business to some of the young bucks that are super high tech and future-forward.
That’s the whole point of building it this way: three generations ready to take care of your kids and grandkids, long after I’m gone.
That’s how we think about legacy, and that’s one of the ways we can help you build yours.
Talk soon,
Michael
Book a JobWalk with me and we can start the conversation.
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- The full Ladder here or the audio edition here
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HFM Investment Advisors, LLC is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. All investments involve risk and are not guaranteed. Information expressed does not take into account your specific situation or objectives and is not intended as a recommendation appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment advisor to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
