Wealth management plans for trade business owners doing $5M+
Your team to grow and keep more of what you’ve built
“Literally, I’ve saved personal tax money, the businesses saved tax money, my people are happier, my people are wealthier, I’m wealthier.”
Ron
RON CUFF, CEO KRISE SERVICES
The testimonials presented by the individuals above may not reflect the sentiments of all clients of HFM.
Built your business and wealth by hand?
We’ll help you handle everything you’ve built.
Our BuiltWealth™ system is designed to help entrepreneurs in the trades build a second engine of financial growth, keep more of their earnings, prepare for succession or sale, and live well in retirement.
But we know not everyone we work with is a trades entrepreneur. Which is why we designed BuiltWealth™ to work for individuals too. It can help you build a second engine of financial growth, prepare for retirement, organize and optimize your estate, and live well in your later years.
If you’ve ever felt like managing everything you’ve built has become more than you can handle on your own, BuiltWealth™ might be for you.
If you’re looking to:
Keep more of what you’ve worked hard to build
Design benefits that help retain your people
Get help to keep your tax bill under control as you grow
That’s what we make easy for blue-collar entrepreneurs.
Want to put our team to the test?
Day in and day out keep meeting more amazing people at HFM Investment Advisors. Mike/Jason have been great over the years, then Andrew/Tyler, + as we need small things to be done it introduces us to people like Sabrina…..what great follow up + execution….pleasure to deal with.
Tim Haggerty
The testimonials presented above were provided by current clients of HFM Investment Advisors, LLC (HFM). Certain clients were invited to voluntarily provide such testimonials, but no cash or non-cash compensation was provided in consideration of the statements made above. The testimonials presented by the individuals above may not reflect the sentiments of all clients of HFM, and we encourage you to independently evaluate HFM based on additional criteria that you deem appropriate. If you are interested in reviewing all representative sample of the testimonials received from the clients we invited to provide such testimonials, feel free to contact us at any time.
HFM Advisors are the best of the best! They explain everything in a way that their clients can easily understand. Shout out to Jason for his exceptional work!
Erik DeLash
The testimonials presented above were provided by current clients of HFM Investment Advisors, LLC (HFM). Certain clients were invited to voluntarily provide such testimonials, but no cash or non-cash compensation was provided in consideration of the statements made above. The testimonials presented by the individuals above may not reflect the sentiments of all clients of HFM, and we encourage you to independently evaluate HFM based on additional criteria that you deem appropriate. If you are interested in reviewing all representative sample of the testimonials received from the clients we invited to provide such testimonials, feel free to contact us at any time.
For around 30 years my wife and I have been invested with HFM. Never ever have I had an issue, Mike, Jason and the crew there are always prompt, courteous and thoroughly professional. I would and have recommended them often.
Rob Clark
The testimonials presented above were provided by current clients of HFM Investment Advisors, LLC (HFM). Certain clients were invited to voluntarily provide such testimonials, but no cash or non-cash compensation was provided in consideration of the statements made above. The testimonials presented by the individuals above may not reflect the sentiments of all clients of HFM, and we encourage you to independently evaluate HFM based on additional criteria that you deem appropriate. If you are interested in reviewing all representative sample of the testimonials received from the clients we invited to provide such testimonials, feel free to contact us at any time.
Solid people that genuinely care. From leadership to advisors and support staff, the entire HFM team has been a pleasure to work with.
Missy Schoedel
The testimonials presented above were provided by current clients of HFM Investment Advisors, LLC (HFM). Certain clients were invited to voluntarily provide such testimonials, but no cash or non-cash compensation was provided in consideration of the statements made above. The testimonials presented by the individuals above may not reflect the sentiments of all clients of HFM, and we encourage you to independently evaluate HFM based on additional criteria that you deem appropriate. If you are interested in reviewing all representative sample of the testimonials received from the clients we invited to provide such testimonials, feel free to contact us at any time.
“We’ve checked every box by working with them…”
The testimonials presented by the individuals above may not reflect the sentiments of all clients of HFM.
Business
We help you pursue your professional financial goals.
Personal
We educate you and help support your personal wealth.
Your Advisory Team Lead
Clear, focused advice that takes into account your wider advisory team.
Our Full Team’s Support
You call, we pick up. Whoever greets you on the phone already knows your situation.
“They saved us tens of thousands in fees the first year. But more importantly, they teach and educate everyone on my team. It doesn’t matter what your financial picture is – they take this holistic approach to your life.”
Chris
CHRIS TOPPI, MANUFACTURING VP
The testimonials presented by the individuals above may not reflect the sentiments of all clients of HFM.
Want to put our team to the test?
A 30-min chat to see if we click.
Meet the friendly faces behind HFM Advisors
Real results for real business owners
MANUFACTURING VP:
A business and personal financial overhaul
PEST CONTROL CEO:
Built complete financial security while scaling to 7 locations
LOGISTICS ENTREPRENEUR:
From sky-high taxes to a well-run wealth machine
CONSTRUCTION COMPANY OWNER:
From tax headaches to $50k+ annual savings
EXPLORE CASE STUDIES
How we help you plan, monitor, and adjust as you grow your goals.
Open the HFM Toolbox
Financial education for you and your entire team
HFM Podcasts
HFM Financial
Wellness Blog
401(k) Help
Want to put our team to the test?
It starts with a short, friendly call
7 Steps to Build Generational Wealth Beyond your Business
(Without betting it all on one exit)