What’s possible? More than you might think.

You started with a truck, a few tools, and a lot of grit. 

Now you’ve got crews, an office, maybe a few locations. 

And suddenly you’re realizing you’ve built something pretty valuable.

The question becomes: what’s next? 

How do you take this business that’s consumed your life and turn it into lasting wealth for you and your family?

Most of the business owners we meet already have a team of advisors. They’ve got an accountant, an attorney, an insurance agent, maybe even a financial advisor. But, usually, they aren’t actively talking to each other. Because the business owner would have to coordinate that. 

And when is that happening?

So everyone’s working in their own silo, giving great advice that makes sense in isolation but doesn’t fit together as one plan. 

And that’s where we see a lot of opportunity get lost.

Part of what we do is act a bit like a quarterback of this larger team. We make sure all those people are actually talking, working toward the same goal: your goal. 

We look at your business, your personal finances, and your long-term vision as one connected story. 

Because they are. 

Your business is your greatest wealth-building tool, but it’s also where most of your personal risk lives. If you don’t have a coordinated plan, it’s easy to leave a lot on the table.

The thing we love the most working with trades entrepreneurs is showing you what’s possible. We can’t tell you how many times we’ve sat across from a business owner who thought their only option was to sell and walk away, only to realize there were a dozen other paths. 

Ways to transition to family, build passive income, or simply pull more money out of the business now without jeopardizing growth. You can see it in their face when it clicks: I didn’t know I could do that.

And that’s really what this is about. 

Yes, a lot of it is about managing investments and running spreadsheets. But most of it is about creating clarity. 

Taking something messy and turning it into a simple, coordinated plan that supports the life you actually want. Because most of our clients don’t want to retire tomorrow. They just want the freedom to make choices, to take a step back, spend more time with family, maybe enjoy what they’ve built.

We’ve built our whole approach, what we call BuiltWealth™, around that idea. 

It’s not a product, it’s a process. 

It’s a relationship that evolves as your business grows and eventually transitions to the next generation. For us, that’s the real measure of success: when what you’ve built continues to thrive long after you’ve stepped away.

That’s the work that matters to us.

And honestly, it’s what gets us energized every day: helping trades entrepreneurs see the possibilities in front of them that they never thought about before, and showing them that building wealth doesn’t have to be complicated.

It just has to be coordinated.

So, What’s Next?

If you like the sound of coordination within your advisory circle that isn’t up to you to manage, let’s talk.

102 WEST HIGH STREET, SUITE 200

GLASSBORO, NJ 08028

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.