A complete list of active advisors currently associated with Hayes Wealth Advisors, LLC

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

Hayes Wealth Advisors serves individual clients — including many high-net-worth households — as well as retirement plans and small businesses. The firm provides comprehensive financial planning, ongoing discretionary portfolio management, and consulting services, and it offers retirement-plan advisory work and participant education in addition to individual client services. The firm builds a written Financial Profile and Investment Plan for each client and generally implements portfolios using mutual funds and ETFs with a predominantly passive, long-term allocation approach and tactical adjustments as needed. Portfolios are managed on a discretionary basis and custodial and execution services are routed through a large institutional custodian that supports the firm’s trading, reporting, and operational needs. Notable operational and service distinctions include a niche focus on practice-level consulting and business valuation work for optometric practices (supported by a valuation credential held by the firm’s principal), plus retirement-plan services that include non-discretionary ERISA 3(21) advice and participant-level advisory offerings. The firm is a small supported team (three advisors) overseeing roughly $133 million for about 120 clients, and it follows specific operational policies such as generally not voting client proxies and limiting holdings of 12b-1 share classes.

To learn more about the advisors currently working at Hayes Wealth Advisors, 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.