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Jordan H

Series 65

Southern Pines, NC

Hicks Financial Partners, LLC

Jordan Hicks is a financial advisor at Hicks Financial Partners, LLC in Southern Pines, NC, holding a Series 65 designation with four years of industry experience. He has worked at Hicks Financial Partners since 2022 and previously at Susto and The Artisanals. Hicks Financial Partners serves individual clients, including high-net-worth households, and small businesses by providing discretionary portfolio management along with financial planning, tax preparation, and estate-planning support. The firm primarily uses passively managed portfolios complemented by fundamental and technical analysis, and offers integrated services such as in-house tax preparation and coordinated estate-planning.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Tax strategies for small businesses Founder/Business Owner
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Timothy H

CFP®, Series 63, Series 65

Southern Pines, NC

Hicks Financial Partners, LLC

Timothy Hicks is a CFP® professional with 10 years of experience in financial advising. He is a principal at Hicks Financial Partners, LLC, where he has worked since 2021. His prior experience includes roles at Garrett Investment Advisors, Ameriprise Financial Services, and Securities America. Hicks Financial Partners serves individual clients, including high-net-worth households, and small businesses by providing discretionary portfolio management along with project-based and ongoing financial planning. The firm emphasizes passively managed portfolios using index funds and ETFs, supplemented by fundamental and technical analysis, and offers integrated tax preparation and estate-planning support.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Tax strategies for small businesses Founder/Business Owner
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