A complete list of active advisors currently associated with Hoxton Planning & Management, LLC

Warmer can help you find a great advisor at Hoxton Planning & Management, LLC or one who fits your needs even better.

Hoxton Planning & Management, LLC provides financial planning, consulting, investment and wealth management services to individuals, trusts, estates, charitable organizations, corporations and other business entities, and also offers retirement plan consulting for plan sponsors. The firm serves both non‑HNW and high‑net‑worth individuals and explicitly includes state and municipal government entities among its client types, managing assets on both discretionary and non‑discretionary bases. Investment approach is centered on strategic asset allocation informed by Modern Portfolio Theory for more efficient asset classes, while allocating to active independent managers in less efficient segments; portfolios are constructed with mutual funds, ETFs, individual securities and model portfolios that are rebalanced and monitored. Hoxton tailors portfolios to client risk tolerance, time horizon and tax considerations, uses third‑party technology—such as 55ip for trading implementation—and conducts ongoing reviews at least semi‑annually. Noteworthy operational features include the firm’s participation in a DPL insurance platform to access commission‑free insurance products and its use of the Pontera platform for advising on held‑away employee benefit plan assets (with platform charges handled through the advisory fee), arrangements that create particular implementation and compensation considerations. The firm also discloses using endorsements and testimonials in its advertising, a practice that is uncommon among peer team firms.

To learn more about the advisors currently working at Hoxton Planning & Management, 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.