A complete list of active advisors currently associated with Hobart Wealth

Warmer can help you find a great advisor at Hobart Wealth or one who fits your needs even better.

Hobart Wealth provides discretionary and non-discretionary investment advisory services, financial planning, and ERISA retirement plan consulting to individuals (including high‑net‑worth clients), trusts, and employer‑sponsored plans. The firm also manages fee‑based annuity subaccounts and implements client portfolios using in‑house advice and selected third‑party managers and model providers. Portfolios are tailored to client objectives and are regularly monitored and rebalanced, with the firm drawing on fundamental, technical, and cyclical analysis and offering strategies that can include direct indexing, options, structured notes, and third‑party manager overlays. Hobart can manage held‑away accounts through a third‑party order‑management system and typically uses an independent custodian and brokerage platform for execution and custody. Distinctive features disclosed in the brochure include the firm’s periodic client newsletters and occasional promotional media that incorporate endorsements, as well as its affiliation with a licensed insurance agency and compensation arrangements that may include insurance commissions, AUM‑linked salary/bonuses, and referral incentives. Hobart documents and discloses these relationships and describes compliance controls and review processes intended to address the resulting conflicts of interest.

To learn more about the advisors currently working at Hobart Wealth, 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.