A complete list of active advisors currently associated with H. L. Ormond & Company, LLC

Warmer can help you find a great advisor at H. L. Ormond & Company, LLC or one who fits your needs even better.

H. L. Ormond & Company, LLC provides investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, retirement plans and businesses. The firm also offers retirement-plan fiduciary services (including ERISA 3(21) and 3(38) roles) and SIMPLE IRA plan services, and requires a written advisory agreement prior to engagement. The firm typically constructs long‑term, diversified portfolios using mutual funds, ETFs, individual bonds and, in some cases, individual equities, employing both fundamental and technical analysis. HLO uses a mix of in‑house management and third‑party strategies via Raymond James Asset Management Services (AMS) wrap programs and an Outside Manager (OSM) dual‑contract platform, and provides both discretionary and non‑discretionary management. Noteworthy aspects include that certain advisory personnel are also licensed insurance professionals and may implement insurance recommendations for separate, commission‑based compensation, a potential conflict disclosed in the brochure. The firm markets services under the Hoyt Family Wealth Management trade name (operating under HLO supervision), recently lowered its minimum relationship size, and manages roughly $401 million in client assets while operating with a small advisory team.

To learn more about the advisors currently working at H. L. Ormond & Company, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.