A complete list of active advisors currently associated with Halyard Financial, LLC

Warmer can help you find a great advisor at Halyard Financial, LLC or one who fits your needs even better.

Halyard Financial is a state‑registered, independent investment adviser that serves individuals, high‑net‑worth clients, trusts, and small businesses. As a solo practitioner, the firm offers discretionary portfolio management, comprehensive financial planning (including ongoing plan monitoring), hourly planning, and a bundled wealth‑management engagement. The firm’s investment approach is grounded in modern portfolio theory and primarily uses passive vehicles such as index mutual funds and ETFs, while also drawing on fundamental and cyclical (technical) analysis when appropriate. Portfolios are built around client‑specific investment policy statements, with the adviser typically exercising discretion within those guidelines and providing periodic written reviews. Noteworthy differentiators include the principal’s combined CFP®, CFA, and Enrolled Agent credentials and ownership of an affiliated tax‑preparation business, a structure the firm discloses along with related conflict‑mitigation practices. Halyard also calculates certain wealth‑management fees using assets under advisement that include accounts held outside the firm’s primary custodian and maintains a minimum annual fee for its comprehensive wealth service, practices that may differ from many peers.

To learn more about the advisors currently working at Halyard Financial, 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.