A complete list of active advisors currently associated with HUB Investment Partners, LLC
Warmer can help you find a great advisor at HUB Investment Partners, LLC or one who fits your needs even better.
HUB Investment Partners serves a broad mix of institutional and individual clients, including corporate pension and profit‑sharing plans, state and municipal retirement plans, public school districts, foundations, trusts, businesses, banks and both retail and high‑net‑worth individuals. The firm offers discretionary and non‑discretionary portfolio management, retirement and financial planning, defined contribution plan advisory, a Managed Asset Portfolio Program (MAPP) for municipal cash management, and a retail offering accessed through HUB Advisor Connect and the FinPath platform. HIP combines active and passive strategies across individual securities, ETFs, mutual funds, closed‑end and private funds, and may allocate to third‑party asset managers or serve as a sub‑advisor to affiliates; investment decisions are guided by quantitative and qualitative manager screening and routine portfolio reviews. For banking and thrift clients the brochure describes specialized services — active fixed‑income management, detailed asset/liability analysis, investment consulting and balance‑sheet management — and discloses use of AI to improve operational efficiency while stating AI is not used for investment recommendations. The brochure highlights several features that distinguish HIP from many enterprise peers: recent consolidation of affiliates (including the merger of HUB Investment Advisors, Inc. and Taylor Advisors into HIP) and disclosure of predecessor performance, an affiliation with TCG Consulting that provides pension and institutional consulting, and explicit bank‑ and municipal‑focused service lines. It also documents relationships with HUB affiliates (including a related broker‑dealer, sub‑advisor arrangements with affiliated RIAs, and a Financial Coach referral pathway via FinPath), noting these referral and affiliation arrangements can create conflicts of interest that are disclosed in the brochure.
To learn more about the advisors currently working at HUB Investment Partners, 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.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")