A complete list of active advisors currently associated with Hinchley Advisory Group, LLC

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The firm provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), as well as trusts, estates, charitable organizations, and other business entities. It combines ongoing portfolio oversight with customized strategies and model portfolios, serving about 296 clients and managing roughly $193.08 million in discretionary assets. The adviser employs a mix of fundamental, technical and cyclical analysis and uses five model allocations (Growth, Moderate Growth, Balanced, Moderately Conservative, and Conservative), primarily implementing investments in mutual funds, variable annuities, and variable life insurance. Services are delivered on a discretionary basis with regular monitoring, semi‑annual account reviews, and financial planning provided at no additional charge. Distinctively for a supported firm, it operates as a solo practice with a high client‑per‑advisor ratio and maintains several uncommon affiliations: an affiliated accounting and mortgage brokerage business, licensed insurance activity that generates commission compensation separate from advisory fees, and ownership roles in small private real‑estate entities that are not broadly offered to clients. The firm has disclosed controls intended to limit custody conflicts related to those real‑estate interests (such as removing access to the fund bank account and engaging an independent accountant) and transitioned from state registration to SEC registration in 2024.

To learn more about the advisors currently working at Hinchley Advisory 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.