A complete list of active advisors currently associated with Hommel Wealth Management, Inc.

Warmer can help you find a great advisor at Hommel Wealth Management, Inc. or one who fits your needs even better.

Hommel Wealth Management is an independent registered investment adviser serving primarily individual clients with portfolio management and financial planning services. The firm also coordinates life insurance and annuity solutions by referring clients to licensed insurance agents when those products are considered appropriate. Accounts are custodied and reported directly by a third-party custodian, with monthly statements and a secure client portal for ongoing access and review. The sole advisor provides ongoing portfolio management and also prepares individual income tax returns for clients on request, with tax-preparation work and investment advice disclosed as separate activities. Compared with many peers, the firm discloses that it may receive referral compensation related to insurance placements and provides advance notification and full disclosure of such arrangements. As a small, single-advisor practice, the firm emphasizes direct oversight of advisory activities and explicit disclosure of referral and ancillary services that are less common among independent advisers.

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