A complete list of active advisors currently associated with Hood Financial, LLC

Warmer can help you find a great advisor at Hood Financial, LLC or one who fits your needs even better.

Hood Financial provides investment management and comprehensive financial planning to individual and high‑net‑worth clients, delivering portfolio oversight alongside a tiered "Complete Sherpa Experience" planning program. Like many small advisory firms, it typically charges asset‑based fees and develops tailored plans based on each client’s objectives, time horizon, and risk tolerance. The firm favors passive investment strategies built with index mutual funds and exchange‑traded funds and uses a sub‑adviser (Simplicity Wealth, LLC) to perform discretionary portfolio management and trading. Account supervision is directed by client objectives and may include client‑imposed restrictions, with custody arranged through a qualified custodian. A noteworthy and uncommon feature is that the firm is also a licensed insurance agency and its representatives are licensed insurance agents; insurance product sales generate commissions and the principal devotes roughly half of his time to insurance activities, which presents potential conflicts of interest. The adviser’s multiple estate‑ and senior‑focused professional designations, combined with a relatively small client base and modest assets under management, indicate a practice oriented toward estate and retirement‑income planning for older and high‑net‑worth individuals.

To learn more about the advisors currently working at Hood Financial, 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.