A complete list of active advisors currently associated with Hopwood Financial Services, Inc.

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

Hopwood Financial Services is an independent, fee‑only fiduciary that provides discretionary investment management and comprehensive financial planning primarily to high‑net‑worth individuals, associated trusts and estates, IRAs, and retirement plans. The firm also offers stand‑alone financial planning and retirement plan consulting and coordinates implementation with outside professionals when requested. The firm’s investment process is tailored to each client’s objectives, using an Investment Committee to maintain an approved list of securities, set allocations across equities, fixed income and cash, and review holdings on an ongoing basis. Hopwood treats cash as an asset class, may allocate assets to unaffiliated managers (including an Institutional Bond Program) and provides consolidated reporting that can incorporate assets held away from the firm. Hopwood manages roughly $750 million for about 283 clients and operates seven offices, a multi‑office footprint that is uncommon among peers in its category. The firm generally requires a $750,000 relationship minimum (negotiable), does not recommend or exercise discretionary authority to purchase cryptocurrencies, and leaves proxy voting to clients while relying primarily on Schwab and Fidelity custodial relationships.

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