A complete list of active advisors currently associated with HMS Financial Services, LLC

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

HMS Financial Services provides personalized financial advice and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. As of 12/31/2025 the firm reported managing about $118.5 million across roughly 228 client relationships and offers ongoing financial planning, retirement planning, and limited tax guidance. The firm typically implements strategic asset allocation using no-load or low-load mutual funds and exchange-traded funds with global diversification and a generally long-term orientation, while employing fundamental, technical, charting and cyclical analysis as appropriate. HMS manages accounts on both discretionary and non-discretionary bases, delivers periodic narrative updates, and provides rollover and retirement-account advice under applicable fiduciary standards. What is distinctive about the firm compared with many independent advisers is its client mix and service set: it reports more than 200 client relationships and maintains corporate clients, pension and profit-sharing plan clients, and offers pension consulting and ERISA-related rollover guidance—services that are relatively uncommon among peers. The firm also documents written evaluations and periodic reviews for clients and maintains custodian relationships that support back-office administration and client reporting.

To learn more about the advisors currently working at HMS Financial Services, 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.