A complete list of active advisors currently associated with HMV Wealth Advisors, LLC
Warmer can help you find a great advisor at HMV Wealth Advisors, LLC or one who fits your needs even better.
HMV Wealth Advisors, LLC is a registered investment adviser that serves individuals, high‑net‑worth clients, trusts, charitable organizations, businesses, and qualified retirement plans; as of June 30, 2026 it reported $567,404,328 in discretionary assets across roughly 117 client relationships. The firm’s stated services focus on discretionary investment management and employee benefit/retirement plan advisory services, including participant education and plan investment selection. The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes diversified, passive asset‑class exposures implemented primarily through low‑turnover mutual funds, ETFs, and high‑quality fixed income, with asset‑allocation design informed by Monte Carlo analysis and written investment policy statements. HMVWA uses model portfolios and sub‑advisory execution from Focus Advisor Solutions, incorporates DFA‑sponsored funds and third‑party managers when appropriate, and will retain individual securities in limited, tax‑sensitive or client‑requested situations. HMVWA’s ownership by the accounting firm Heard, McElroy & Vestal, LLC and its operational links to affiliated entities (including a third‑party administrator) are notable and uncommon among peer team firms. The brochure discloses consulting on tax, estate, retirement and related topics but does not describe a separate standalone financial‑planning product, and the firm also declines proxy‑voting authority — features that differentiate it from many peers and sit alongside a general $1,000,000 account guideline for investment management.
To learn more about the advisors currently working at HMV Wealth Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Shreveport, LA
| 3
| |
Shreveport, LA
| 4
| |
Shreveport, LA
| 16
|
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