A complete list of active advisors currently associated with H&M Financial Advisors

Warmer can help you find a great advisor at H&M Financial Advisors or one who fits your needs even better.

H&M Financial Advisors provides advisory and consulting services to institutional and pooled accounts through a co-advisory relationship, offering retirement-plan consulting, trust wealth management programs, asset tracking and the selection of independent investment managers. The firm does not directly implement investment management; assets for its co-clients are actively managed by its co-advisor Pinnacle, which reported $92 million under management for those co-clients as of 12/31/2025. The firm’s work emphasizes financial planning, ERISA-focused retirement plan consulting (including non‑discretionary fiduciary 3(21) services and the option to provide full 3(38) investment manager services if contracted), preparation of investment policy statements, and ongoing monitoring of plan investment options. H&M also supports trustee-related services via a trust representative arrangement and provides asset-tracking and performance reporting for assets it does not manage. H&M is affiliated with a local accounting firm—several principals are practicing CPAs and minority ESOP owners of Holbrook & Manter—which brings accounting and tax expertise into its advisory and referral activities. The combination of that accounting affiliation, a focus on pension consulting and a formal process for selecting and monitoring independent advisers (along with a structured referral relationship with its co-advisor) is atypical among investment-manager peers.

To learn more about the advisors currently working at H&M Financial Advisors, 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.