A complete list of active advisors currently associated with Honu Wealth Management

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

Honu Wealth Management advises individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities, offering financial planning, investment supervisory/management, wealth management, and pension consulting services. The firm manages roughly $162 million across about 80 client relationships with a three‑advisor team and does not impose an account minimum. The firm’s investment approach emphasizes low‑cost, asset‑allocation strategies informed by academic research that favors passive management, and it typically provides discretionary portfolio management tailored to each client’s objectives and risk tolerance. Portfolios are constructed from individual equities, bonds, mutual funds and ETFs, and the firm discloses it may employ margin transactions, short sales, and option‑writing — strategies that can involve borrowing and the use of derivatives in client accounts. Honu maintains multiple offices (four) and includes team members who provide tax preparation and accounting services in addition to advisory work, a mix of services that is less common among peers. The firm’s explicit disclosures about potential use of borrowing and derivatives in client accounts and the presence of in‑house tax/accounting expertise distinguish its service offering from many other supported advisory firms.

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