A complete list of active advisors currently associated with Hamel Associates, Inc.

Warmer can help you find a great advisor at Hamel Associates, Inc. or one who fits your needs even better.

Hamel Associates is a fee-based wealth management firm that primarily serves high-net-worth individuals and also provides advisory services to corporations, pension plans, and foundations. The firm offers investment management alongside financial planning and tax preparation services, and may introduce very high-net-worth clients to private equity, venture capital, and real estate opportunities. The firm follows a value-oriented equity approach that emphasizes dividend-paying, large-cap stocks with a multi-year holding horizon, and uses investment-grade fixed income for diversification and income. In separately managed accounts Hamel Associates may employ derivatives and authorized borrowing (margin and options) when appropriate, and discloses the additional risks and potential conflicts that can arise from those strategies. Founded in 1990, the firm combines investment management with in-house tax and estate planning expertise and draws on third‑party research from multiple custodians. Hamel Associates does not manage ESG portfolios, does not use artificial intelligence for client communication or decision-making, and, while it may be granted standing letters of authorization or serve in trustee roles (with attendant custody safeguards), it generally leaves proxy voting to clients.

To learn more about the advisors currently working at Hamel Associates, Inc., 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.