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

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

Hickory Wealth Management serves individual and high-net-worth clients as well as trusts, pension and other institutional and business clients, providing investment advisory and portfolio management services. The firm also offers wrap asset management through a sponsored wrap fee program and provides investment consulting to certain broker‑dealer customers. Hickory manages portfolios mainly on a discretionary, individualized basis, applying asset-allocation approaches and both fundamental and technical analysis tailored to clients’ objectives, risk tolerances and time horizons. Accounts are reviewed at least annually and the firm emphasizes fiduciary duties and internal controls, including a formal Code of Ethics and personal-trading pre-clearance and reporting. Distinctive features include the firm’s role as a wrap fee program sponsor and the practice of offering asset management only through wrapped accounts, which is uncommon among peers. As a small, two-advisor firm overseeing roughly $126 million in assets, its representatives are licensed insurance agents who may receive commissions for insurance products, and the firm discloses use of custodial and support services from Schwab that may create potential conflicts of interest.

To learn more about the advisors currently working at Hickory 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.