A complete list of active advisors currently associated with Hokin Investment Advisors Inc.

Warmer can help you find a great advisor at Hokin Investment Advisors Inc. or one who fits your needs even better.

Hokin Investment Advisors provides portfolio construction and supervisory asset management, financial planning, and pension consulting to individuals (including high‑net‑worth clients), businesses, trusts and employee benefit plans. The firm also works with retirement plan sponsors and participants, managing both discretionary accounts and participant‑directed retirement assets. Advisory services are provided under a fiduciary standard, typically via limited trading authorizations and an asset‑allocation framework that emphasizes low‑cost vehicles such as ETFs, low‑expense mutual funds and individual fixed‑income securities, with ongoing monitoring and rebalancing. The firm uses commercially available analytics and due diligence tools for security selection and may implement tactical overlays or non‑correlating assets in limited circumstances to address shorter‑term needs. Notably, the firm offers educational seminars and workshops for plan participants and other groups — a service that is uncommon among peers — and provides pension consulting that can include participant enrollment meetings and plan‑level education. The brochure also discloses that supervised persons may hold insurance licenses and, in some cases, offer insurance products with required pre‑transaction disclosures and referral policies, reflecting an atypical overlap of advisory and insurance activities for a firm of this size.

To learn more about the advisors currently working at Hokin Investment Advisors 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.