Loveland, CO Office

Haynie Wealth Management provides investment advisory and wealth management services to individuals (including high‑net‑worth clients), trusts, estates, and small businesses. Its offerings include discretionary and non‑discretionary portfolio management integrated with financial planning and employee benefit plan consulting.

The firm typically constructs customized, long‑term portfolios using low‑cost, diversified mutual funds and ETFs and applies fundamental analysis for security selection, while also using individual stocks, bonds, options, and REITs when appropriate. Haynie Wealth may implement portions of client strategies through independent managers, performs ongoing oversight, and generally operates with discretionary trading authority and regular account reviews.

Haynie Wealth is a small SEC‑registered adviser managing roughly $106 million for about 150 clients and is affiliated with an accounting firm, Haynie & Company, whose owner is a CPA and tax advisor; accounting and tax services are offered separately and clients are not required to use them. The firm also provides ERISA plan consulting and may accept 3(38) discretionary fiduciary responsibility for retirement plans, and it maintains an institutional platform relationship that supplies technology and operational support to the adviser.