A complete list of active advisors currently associated with HTG Investment Advisors Inc

Warmer can help you find a great advisor at HTG Investment Advisors Inc or one who fits your needs even better.

HTG Investment Advisors is an independent, fee‑only SEC‑registered advisory firm that provides discretionary portfolio management and comprehensive financial planning for individuals, families, high‑net‑worth clients and trusts. The firm manages roughly $1.1 billion across about 377 client relationships and operates as a fiduciary, receiving compensation only from client‑paid advisory fees rather than third‑party commissions. The firm’s investment approach is rooted in strategic asset allocation and diversification, implementing portfolios mainly with mutual funds and ETFs and documenting targets in investment policy statements with regular rebalancing. HTG integrates tax‑sensitive construction, retirement and estate planning, and advanced financial‑planning software into its advice, and will use independent managers or a third‑party platform when necessary to oversee held‑away participant accounts. Distinctive features include a relatively high level of assets per client and a multi‑disciplinary advisory team with numerous professional credentials (CFP®, CFA, CPA/PFS) participating on an investment committee. HTG also maintains institutional custodial relationships that provide access to institutional share classes and practice‑support services, and it employs a blended fixed‑plus‑AUM fee schedule with a firm minimum and discretionary negotiation for very large accounts.

To learn more about the advisors currently working at HTG Investment Advisors 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.