A complete list of active advisors currently associated with Hicks Financial Partners, LLC

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

Hicks Financial Partners works with individual clients—including high‑net‑worth households—and small businesses, providing discretionary portfolio management alongside project‑based and ongoing financial planning. The firm also offers tax return preparation and estate‑planning support, and provides consulting on business planning, cash flow, insurance, and retirement distribution strategies. Hicks primarily builds passively managed portfolios using index mutual funds and ETFs, while supplementing that approach with fundamental, technical, and charting analysis to inform sector and security decisions. Investment plans are tailored through client discussions, clients may impose reasonable restrictions on holdings, and accounts are reviewed on a regular (at least quarterly) basis. The firm is a small, state‑registered adviser with two investment professionals overseeing roughly $35 million in client assets, but it maintains multiple appointment‑only offices—a configuration that is uncommon for firms of this size. Hicks also integrates investment management with in‑house tax preparation, coordinated third‑party estate‑planning services, and access to fee‑only annuity solutions, giving clients a broader set of operational services than many peers.

To learn more about the advisors currently working at Hicks Financial Partners, 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.