What Sets Us Apart

H Financial Management INDEPENDENT Financial Advisors.

H Financial Management fully engages the ever-changing needs of our clients as an independent advisory firm. As independent financial advisors, we cannot overemphasize how advantageous this independence is to our clientele. Many advisors employed by big name firms may have a conflict of interest in that they are pressured to recommend products that benefit their employers. In our opinion, this can limit financial planning recommendations to investment products that may not be the best choices for each individual investor. At H Financial, we have our clients’ best interests at heart and have no limitations with regard to the specific investments or financial products that we utilize. This is what sets us apart. We seek to find the best fit of investments and financial planning products for each individual client and live by our motto: “Individual Services for Individual Needs.”

Our professionals are well educated in the business and ranked at the very top of their profession. More importantly, they also have practical day-to-day experience solving financial problems for literally hundreds of clients over the years. Success has helped H Financial gain access to world class money managers, portfolio strategists, economists and other resources deemed necessary to serve the financial needs of high net worth individuals. Also, H Financial has a seasoned network of other professionals, including attorneys, accountants and mortgage bankers to help assist our clients in their overall wealth management.  

To set up a consultation with one of our professionals, please give us a call at 1-800-344-5434 or request a consultation through our online form. Just click on ‘Request a Quote’, then ‘INFORMATION REQUEST’ for a consultation.