A complete list of active advisors currently associated with Haynie Wealth Management LLC

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

Haynie Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth individuals, trusts, estates, and small businesses. Services include discretionary and non-discretionary portfolio management integrated with comprehensive financial planning, and fees are charged primarily as a percentage of assets under management. The firm follows a long-term, fundamental-analysis approach and constructs customized portfolios using low-cost mutual funds and ETFs, while selectively employing individual stocks, bonds, options, and REITs to meet client objectives. Haynie Wealth may also engage unaffiliated independent managers for portions of client portfolios and conducts ongoing monitoring and rebalancing, typically holding positions for more than a year but trading shorter-term when appropriate. Notably, the firm is affiliated with an accounting practice: a principal also practices as a CPA with Haynie & Company, and the advisory team may refer clients to that firm for tax and accounting services; those services are provided for separate fees and the relationship is disclosed as a potential conflict of interest. The firm also maintains an institutional relationship with the Altruist advisor platform, receiving software and support that the firm discloses may create indirect benefits to the advisor.

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