Top financial advisors in Hilo, HI
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're facing the challenge of managing your finances in Hilo's high-cost housing market, you need advisors who understand how to plan for long-term housing expenses without compromising your overall financial goals. A common mistake is focusing only on short-term affordability, which can lead to unexpected financial strain down the road.
- Housing cost expertise. Look for advisors who incorporate local housing market trends into your long-term plan, not just general budgeting advice.
- Cash flow management. Confirm they help balance your housing expenses with other financial priorities to avoid cash shortages.
- Investment alignment. Ask how they adjust your investment strategy to support your housing goals over time.
- Debt strategy. Ensure they consider mortgage and other housing-related debts as part of your comprehensive financial picture.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Boaz Y
Series 66
Hilo, HI
Edward Jones
Boaz Yung in Hilo, HI, offers expertise in retirement income strategy and business ownership considerations, which can help manage long-term housing expenses alongside other financial goals. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides a comprehensive approach with a fee structure up to 1.35% annually, suitable for clients seeking integrated wealth management services.
Experience: 11 years
Avg account: $246,728
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Travis T
CFP®, Series 63, Series 65
Hilo, HI
Fiscal Wisdom Wealth Management LLC
Travis Tazawa offers expertise in active and passive portfolio management, which can help align investment strategies with long-term housing goals in Hilo's costly market. His firm provides flat-fee financial planning and cash-management services, catering to individuals including high-net-worth clients, distinguishing him with a flexible fee structure and a broad service range in the local area.
Experience: 9 years
Avg account: $137,802
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Calvin U
Series 66
Hilo, HI
Raymond James Financial
Calvin Uemura's expertise in cash flow and budgeting, combined with his experience at Raymond James Financial, equips him to address the challenges of managing housing expenses in Hilo's costly market. His flat-fee structure and affiliation with a large firm offering diverse client services differentiate him from others, providing access to broad resources and tailored financial planning.
Experience: 5 years
Avg account: $700,796
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Jonathan C
Series 63, Series 65
Honolulu, HI
Merrill
Jonathan Countess brings 38 years of experience at Merrill in Hilo, offering expertise in tax-loss harvesting and active portfolio management that can help balance housing costs with long-term financial goals. His affiliation with a large firm provides access to diverse managed account programs and tax-efficient strategies, differentiating him from advisors with smaller platforms or less integrated banking resources.
Experience: 39 years
Avg account: $860,085
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David H
Series 63, Series 65
Hilo, HI
Peak Planning Group, LLC
David Hall offers extensive expertise in wealth management and tax-loss harvesting, supported by 26 years of industry experience and a background at Ameriprise Financial. Operating in Hilo, he provides flat-fee financial planning and consulting through Peak Planning Group, which uses an institutional investment approach blending active and passive strategies, catering to individuals and high-net-worth clients alike.
Experience: 26 years
Avg account: $845,002
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