Harvest, AL Office

Hibernia Wealth Partners, LLC is an SEC‑registered investment adviser that manages roughly $372.5 million in discretionary and non‑discretionary client assets for individuals (including high‑net‑worth clients), trusts, retirement plans, and other institutional investors. The firm provides portfolio management, financial planning and consulting, ERISA plan services, sponsors a wrap‑fee program, and arranges third‑party manager relationships.

Investment strategies are tailored to each client’s goals, time horizon, and risk tolerance and may incorporate fundamental, technical, quantitative analyses and modern portfolio theory; HWP also evaluates and monitors third‑party managers and serves as a liaison to TPMs. For retirement plan sponsors the firm offers limited‑scope ERISA 3(21) fiduciary services and uses custodian and platform tools (including a held‑away account connection platform) to implement and rebalance allocations.

Compared with many peers, HWP’s brochure discloses several less common features: several investment adviser representatives are dually registered as broker‑dealer registered representatives with LPL Financial, some are licensed insurance agents, and the firm sponsors a wrap fee program. The brochure also notes the use of derivatives and options strategies (including leveraged and inverse products) in managed accounts and the receipt of referral/transition‑related compensation from third parties, items that create potential conflicts the firm discloses and monitors.