Hanke & Apolonio Wealth Advisors LLC

Hanke & Apolonio Wealth Advisors is a small, two-advisor wealth advisory firm that provides discretionary asset management and comprehensive financial planning to individual and high‑net‑worth clients. The firm generally requires a $1,000,000 account minimum (which may be lowered or waived for standalone planning engagements) and also offers non‑discretionary recommendations for employer‑sponsored retirement plans as part of the planning relationship.

The firm’s investment process emphasizes fundamental analysis and documented client objectives, using Investment Policy Statements and risk‑tolerance assessments to tailor portfolios; strategies noted in the brochure include long‑term holdings, active trading, and option‑writing where appropriate. Research inputs cited include institutional analytics from Morningstar, JPMorgan and Vanguard, macroeconomic data sources, and materials from professional associations to inform recommendations.

Noteworthy operational features described in the brochure include periodic, no‑fee public seminars to educate prospective clients and the availability of life‑coaching services to advisory clients at no additional charge, expanding its planning and behavioral support offering beyond typical asset management. The firm also formalized a multi‑member LLC ownership structure (an 80/20 partnership) after many years working together, and its client communications and advertising incorporate endorsements and client testimonials.