A complete list of active advisors currently associated with Hickory Financial Group, LLC

Warmer can help you find a great advisor at Hickory Financial Group, LLC or one who fits your needs even better.

Hickory Financial Group, LLC is a state-registered, single-advisor independent investment adviser that provides discretionary portfolio management and related advisory services to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm requires a minimum account for portfolio management and can manage accounts on either a discretionary or, in limited cases, non-discretionary basis. HFG’s primary strategy is equity-oriented, typically employing a mix of sector- and factor-weighted ETFs and individual stocks, while also providing guidance on mutual funds, options strategies, and investments in limited partnerships on request. The firm combines fundamental and technical analysis (including charting and cyclical methods), monitors portfolios continuously, and rebalances as market conditions change; clients may impose reasonable written restrictions on investments. Distinctive features disclosed in the brochure include that associated persons are licensed insurance agents who may earn commission-based compensation for selling insurance products, which the firm identifies as a potential conflict of interest. The firm recommends TD Ameritrade Institutional as its custodian and receives technology and research support through that relationship, does not accept performance-based fees, does not vote client proxies, and notes that its equity-driven portfolios are not tailored to the individual needs of any end client.

To learn more about the advisors currently working at Hickory Financial Group, 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.