Introducing Our Firm

HFM Advisors offers investment management, financial planning, retirement planning and cash flow planning services for individuals, families and small businesses as a fee-only service.

​HFM Advisors’ goal is to enhance your understanding, knowledge and decision-making when facing the financial decisions of everyday life. Whether the issues are complex or simple, we believe everyone can benefit from objective financial advice. It’s not just for “high net worth” individuals.

HFM Advisors has a fiduciary relationship with our clients. A fiduciary is defined as: “An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another’s benefit.” In other words, we put our clients’ interests above all other considerations.

HFM Advisors does not sell products or receive commissions or “soft” dollar compensation from outside vendors. We are not affiliated with an investment firm, insurance company or broker dealer. We are paid by our client for the service and advice we provide. As part of our fiduciary obligation we disclose how we are compensated and any potential conflicts of interest. This ensures the advice you receive is impartial and not tainted by financial considerations.

It is our mission to collaborate with our clients to define their financial goals, resolve financial issues and manage their financial assets. We put our clients’ interest first, act with integrity and honesty, and strive for excellence in every aspect of our practice. Our recommendations are based solely on clients’ circumstances, needs and goals. Our success is measured by your success in achieving your goals.