A complete list of active advisors currently associated with Hazelwood Investment Advisors LLC

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

Hazelwood Investment Advisors LLC provides discretionary and non-discretionary portfolio management alongside standalone financial planning and consulting to individuals, high-net-worth clients, families and related retirement and trust accounts. The firm operates as a small, solo-practitioner advisory practice managing a limited number of client relationships with modest assets under management. The firm pursues a long-term, growth-oriented equity strategy that emphasizes large-cap and growth-oriented technology companies and supplements fundamental analysis with technical and macroeconomic research. Hazelwood monitors accounts on a continuous basis and rebalances or implements tactical adjustments as market conditions or client circumstances change, offering both discretionary management and client-directed arrangements. What distinguishes the firm from many peers is its affiliation with an accounting and bookkeeping business and the principal’s accounting credential; tax and bookkeeping services are offered separately from investment advice and clients are not required to use them. The firm also discloses discretionary practices around fee credits for client referrals and fee discounts tied to ongoing contributions, and it recently underwent an ownership change.

To learn more about the advisors currently working at Hazelwood Investment 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.