HFI Wealth Management recognizes that each situation is as unique as the individuals we serve as financial planners. That is why we take the time to understand your current position and your tolerance for risk. This way, we can help you articulate your goals and develop a highly personalized strategy for the future. We ensure the intimacy of your experience with us by limiting the number of clients managed by each financial advisor. We are a financial planning firm dedicated to the delivery of objective, client-centered advice in a highly personal setting.
While HFI does not have a minimum account requirement, the firm charges a minimum fee per client engagement. Please refer to our ADV Brochure for details.
Medical and Dental Professionals:
The wealth management challenges faced by America’s medical and dental professionals are complex. Issues ranging from decreasing reimbursement rates to the protection of assets from a legal system that favors entitlement over common sense, require specialized expertise in a financial advisor. As one of America’s “150 Best Financial Advisors for Doctors,”* HFI Wealth Management may be working with someone you know.
*Medical Economics — every year since November 2006
High Net-Worth Families and Individuals:
These households have been successful in accumulating significant wealth and now look for ways to manage it in retirement or pass it on to the next generation. Our objectives for these clients often include income maximization, capital appreciation, capital preservation, estate tax minimization or avoidance, and charitable giving.
These households have the unique challenge of finding ways to minimize taxes and plan for the future. We find that life for these high performers has become very complex, making strategic financial planning critical and elusive. A financial advisor who acts as a financial “coach” can mean the difference between financial haphazardness and clarity.
These businesses tend to be owned by the high net-worth family/individual, high-earner or medical/dental professional client. Our work for these firms tends to be an outgrowth of our relationship with the owners. In these instances, we often help the participants in the employer’s qualified retirement plan.
Corporate Retirement Plans:
HFI Wealth Management provides a low-cost open architecture retirement plan solution, which offers complete fee transparency. We act as a co-fiduciary to the plan sponsor for the following types of qualified retirement plans:
Profit Sharing Plans
Cash Balance Plans
Defined Benefit Pension Plans
Institutions and Foundations:
HFI Wealth Management offers institutional money management for non-profits, universities and community banks.
Although his passion is helping people realize their dreams for financial, social and personal wealth, Rob Hoxton spends his free time on Fruit Hill farm where he lives with his family. For many years, Rob has worked with neighbors and farmers helping them achieve their financial goals.