A complete list of active advisors currently associated with Hiley Hunt Wealth Management, Inc.

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

Hiley Hunt Wealth Management provides fee-only investment advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations and retirement plans, offering discretionary asset management, written financial planning, one‑time or as‑needed consulting, and periodic educational newsletters. The firm manages client accounts through qualified custodians and reports approximately $289.6 million in discretionary assets under management with a three‑advisor team. The firm tailors advice through one‑on‑one interviews and questionnaires and constructs portfolios using quantitative tools (including efficient‑frontier analysis), then actively monitors accounts with at least quarterly reviews; clients may impose investment restrictions and select discretionary or non‑discretionary authority. HHWM describes using a mix of fundamental, technical and cyclical analysis and implements both long‑term and shorter‑term trading strategies. Notably, HHWM’s disclosure describes the use of margin transactions, short sales and option writing and explains related procedures and risks, indicating the firm may employ borrowing and derivatives in separately managed accounts—practices that are less common among similar supported firms. The firm also accepts corporate and institutional clients (in addition to individual and trust clients) and combines that institutional capability with a small adviser team managing substantial AUM, a combination that is atypical for peers.

To learn more about the advisors currently working at Hiley Hunt Wealth Management, 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.