A complete list of active advisors currently associated with H&S Tax and Wealth Advisors LLC

Warmer can help you find a great advisor at H&S Tax and Wealth Advisors LLC or one who fits your needs even better.

H&S Tax and Wealth Advisors LLC serves individual and high‑net‑worth clients with discretionary portfolio management, written financial planning, and separate financial consulting engagements. The firm manages about $67.8 million for a relatively small client base and generally requires a minimum account size that it may waive in particular cases. The firm constructs customized portfolios or places assets into firm-developed model portfolios and may retain sub‑advisers to manage portions of client accounts, while providing ongoing monitoring and periodic rebalancing. Investment methods include modern portfolio theory alongside technical and cyclical analysis, and the firm may employ options, structured products, REITs, and other instruments; tax considerations are discussed but tax efficiency is not the default objective absent a written agreement. A distinguishing feature is the firm’s affiliation, through common ownership, with an accounting and tax-preparation practice and the routine recommendation of that affiliate for clients’ tax and accounting needs, which creates a potential conflict of interest because the affiliate is separately compensated. The advisory team includes credentialed tax professionals and CFP‑certified advisors, and the firm offers a fixed-fee, annual financial consulting engagement that combines tax and wealth services in a way that is less common among similarly sized supported advisers.

To learn more about the advisors currently working at H&S Tax and Wealth Advisors 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.