Shepherdstown, WV, May1, 2012 – Rob Hoxton, CFP®, AAMS, AIF®, founder and CEO of Hoxton Financial, Inc., announced that the firm has changed its name to HFI Wealth Management in celebration of its 20th anniversary. “This name change reflects the talented people who work at the firm and their strong commitment to our clients,” says Hoxton. “Since 1992, we have been helping clients identify, manage, protect and utilize their resources so they can achieve their goals and live their dreams.”
HFI Wealth Management’s advisors are required to have and maintain the CFP® certification from the Certified Financial Planner Board of Standards, as well as at least one other respected advanced degree or designation. The firm’s advisors have been awarded the following advanced degrees and professional designations: Certified Financial Planner Practitioner (CFP®), Certified Public Accountant (CPA), Master of Science in Financial Planning (MSFP), Master of Science in Finance/Investments (MSF), Accredited Investment Fiduciary (AIF®), Professional Plan Consultant (PPC), and Accredited Asset Management Specialist (AAMS), among others. “There are relatively few independent wealth management firms that can demonstrate such a pledge to advisor academic excellence,” continues Hoxton.
“Other than our name change, nothing else will change,” Hoxton commented. “We will continue to provide financial advice using our financial planning process that has set us apart for the last 20 years.”
Rob Hoxton is a graduate of the Certified Financial Planning Professional Program of the College for Financial Planning in Denver. Hoxton, who began his career in the financial services industry in 1986, has won numerous awards for his work in the wealth management area. He is the developer of The Grow Greenr® Method and the author of Grow Greenr, 10 Steps to a Richer Life, which is available at Amazon.com. He also wrote Investing in Uncertain Times, which shows investors how to profit from the volatile nature of the market, and which can be downloaded as a PDF file from www.hfiwealth.com.
HFI Wealth Management has consistently been named one of the leading wealth advisors in America by publications such as Medical Economics, Wealth Manager, Paladin Registry and Financial Advisor. As a fee-only investment fiduciary, HFI Wealth Management’s sole source of revenue is fees paid by clients, not commissions or incentives paid by brokerage firms, mutual funds or insurance companies. The firm enjoys high referral rates from existing clients, as well as from professional colleagues.