A complete list of active advisors currently associated with Hammond Wealth Partners

Warmer can help you find a great advisor at Hammond Wealth Partners or one who fits your needs even better.

Hammond Wealth Partners provides discretionary portfolio management and financial planning primarily for individuals, families, and high-net-worth clients, and may also serve trusts, estates, and small businesses. The firm operates as a fee-only fiduciary and offers comprehensive planning across retirement, tax, estate, insurance, education, and cash flow matters. The firm’s investment approach is tailored to each client and may draw on fundamental, technical, quantitative, and macroeconomic analysis to construct diversified portfolios using ETFs, index funds, and individual securities when appropriate, with periodic rebalancing and tax-aware management. It generally recommends custodians such as Interactive Brokers and Altruist, does not maintain custody of client assets, and provides discretionary authority when authorized while clients receive custodial account statements directly. Noteworthy aspects include an unusually small regulatory asset base and a single reported client relationship in the most recent filing, which is atypical for peer firms and may indicate an early-stage or transitioning practice. The firm’s principal also operates a tax preparation business and co-founded a technology/AI consulting firm, dedicating roughly 30% of professional time to those outside activities and occasionally referring clients to the tax practice (clients are under no obligation to use it); the firm also does not accept proxy-voting authority for client securities.

To learn more about the advisors currently working at Hammond Wealth Partners, 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.