Who We Are
Founded in 1992, HFI Wealth Management (HFI) is a nationally recognized fee-only financial planning and investment management organization serving clients primarily in the Mid-Atlantic states. Baby boomers are retiring at the rate of roughly 10,000 people per day and younger generations face a world of increased uncertainty and risk. Now in its third decade, HFI recognizes that the need for unbiased financial advice is greater than ever.
As financial planners, our goal is to provide you with independent financial advice based on years of experience and technical expertise so you can have peace of mind and live your life free of financial worries.
Our services include:
- Wealth and Financial Planning for:
- Investment analysis and management
- Fiduciary consulting and management services for retirement plan sponsors
- Charitable giving planning