A complete list of active advisors currently associated with HHL Wealth Advisors Inc.

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

HHL Wealth Advisors is a fee-only registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting and management to individual clients and employer plan sponsors. The firm reports a very small client base and assets under management (about $142,600 discretionary and $8,900 non-discretionary as of December 31, 2024, covering four clients), indicating it currently serves primarily non–high-net-worth individuals. The firm says it builds individualized investment policies and uses asset-allocation principles and Modern Portfolio Theory, combining passive and active funds and offering socially responsible (ESG) options when requested. Clients may engage the firm on discretionary or non-discretionary terms and choose one-time project-based planning or ongoing planning engagements; the firm also handles ERISA 3(21) consulting and 3(38) investment management for retirement plans. Compared with peers, HHLWA discloses an operational affiliation with an accounting/tax practice (personnel maintain concurrent roles there and make cross-referrals), a feature that is uncommon among similar supported firms and may present potential conflicts that the brochure addresses. The firm also offers educational seminars (stated fees of $0–$100 per participant, educational only) and, despite its small scale, provides fiduciary retirement-plan services—both of which are less typical for firms in this cohort.

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