A complete list of active advisors currently associated with Hawken Wealth Management

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

Hawken Wealth Management provides fee-based discretionary portfolio management and financial planning to individual investors, trusts, estates and charitable organizations. As of December 31, 2025 the firm reported managing roughly $3.5 million in discretionary assets for a single client. The firm’s primary investment approach is a tactical allocation strategy intended to reduce risk and pursue improved performance, using fundamental, technical and cyclical analysis to guide decisions. Investment implementation can include a broad range of instruments and techniques — from mutual funds and individual equities to options strategies, margin transactions and short‑term trading — with periodic rebalancing and the use of cash positions as potential hedges. Distinctive features include its status as a state‑registered, single‑advisor practice established in 2021 and its very concentrated client base, which is atypical for independent firms of this type. The adviser maintains a written Code of Ethics and personal‑trading controls, recommends a particular custodian (does not permit client‑directed brokerage), uses third‑party research that may be obtained through broker relationships, and declines to vote client proxies.

To learn more about the advisors currently working at Hawken Wealth Management, 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.