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

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

HBE Wealth Management serves individuals (including high‑net‑worth clients), as well as trusts, charitable organizations and businesses, offering discretionary and nondiscretionary portfolio management alongside financial planning and investment policy development. The firm works with clients to document objectives in a written investment policy statement, monitor portfolios, and implement plans primarily through mutual funds, ETFs and, where tax or personal reasons dictate, selected individual securities. The firm’s investment approach is grounded in Modern Portfolio Theory and a belief in market efficiency, with an emphasis on long‑term asset allocation, diversification and low‑turnover, passively managed asset‑class funds. HBE also employs third‑party model portfolios and sub‑advisers—using outside managers for certain asset classes and a fixed‑income subadvisor—and incorporates tools such as Monte Carlo analysis when developing client plans. A distinctive feature of HBE is its affiliation with an accounting firm (HBE CPA), where certain adviser representatives also practice as licensed CPAs and the two entities may refer clients to one another; these accounting services are provided separately and for separate compensation. The firm further relies on third‑party providers for back‑office support and sub‑advisory fixed income management and uses research and model resources from outside managers, which the firm integrates into its advisory program.

To learn more about the advisors currently working at HBE 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.