Meet The Team
Why HFM Investment Advisors
Our mission is to educate and empower our clients to help them make wise financial decisions. We believe that all areas of your finances should work together toward your goals. HFM provides whole-picture financial advice that includes budgeting, taxes, investments, retirement, debt, legacy, and more. We also adhere to the following principles:
Keep it simple: You will not be buried in financial minutiae. Instead, we will distill our findings into actionable recommendations and present them in clear terms.
Be transparent: You pay us only for the services you want to receive. We do not sell any commission products that would create a conflict of interest. We always put your interests above our own.
Serve as a team: You will benefit from the experience of an entire team. Each member will apply their unique strengths in building your financial plan.
Partner for the journey: You can rely on us as your sounding board for all your financial decisions, and ask that you reach out to us between meetings with any concerns.
Educate for confidence: You will have access to our educational workshops on important financial issues, including behavioral strategies for the markets and what to expect from your investment accounts.
Provide access: You are given a secure personal online portal, which is your one-stop access for tracking goals, investment account balances, cash flow, financial statements, tax documents and much more.