A complete list of active advisors currently associated with Hudson Financial Advisors Inc

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

Hudson Financial Advisors Inc. offers wealth management, asset-allocation and portfolio-management services through its Financial Masterpiece Program®, SEI Strategic Asset Allocation and SEI Managed Accounts programs, and also provides insurance consulting and business planning services to a client mix that includes pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and individuals. Although the brochure lists individuals among eligible client types, the firm’s profile is atypical for peers in that it does not report a traditional retail individual client base (neither typical non‑high‑net‑worth nor high‑net‑worth individual segments dominate its client composition). The firm’s investment approach emphasizes structured, model-based asset allocation, primarily using no‑load mutual funds and ETFs (notably Dimensional Fund Advisors funds), periodic rebalancing and reporting, and implementation via SEI’s platforms. Client engagement begins with a discovery and planning process and moves to ongoing reviews at intervals from about 45 days through annual meetings; the brochure also notes the firm generally provides non‑continuous management and reported advising on a substantial amount of assets that are not continuously managed ($536,916,134). Hudson Financial Advisors distinguishes itself from many supported peers by the presence of advisory personnel who are separately licensed as independent insurance agents and who may earn commission‑based compensation for insurance sales, while the firm also provides fee‑based insurance consulting with separate compensation arrangements and the option to offset advisory fees. The firm further combines advisory services with other financial‑industry activities — including business consulting and staff credentials such as CPA, CFP and PFS — creating multiple revenue streams and disclosed conflict‑of‑interest considerations that prospective clients should review in the brochure.

To learn more about the advisors currently working at Hudson Financial 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.