New Albany, OH Office

Huff Wealth Management is a small, fee‑based registered investment adviser that works primarily with individual clients, including high‑net‑worth households, as well as trusts, estates and business entities. The firm offers discretionary portfolio management and wealth‑planning services, and may deliver standalone fixed‑fee wealth plans in addition to percentage‑of‑assets advisory arrangements.

The firm emphasizes a risk‑managed, customized investment approach that constructs portfolios from non‑correlating asset classes and sets defined risk/return parameters for each strategy. Huff Wealth Management uses both fundamental and technical analysis, applies quantitative metrics (correlation, standard deviation, Sharpe ratio, beta and alpha) when selecting funds and securities, and may employ cash positions and periodic redistribution to manage risk and tax outcomes.

Distinctive features for a firm of this size include a two‑adviser, family‑run structure led by a founder with extensive institutional experience and a relatively small client base (about 43 households with roughly $41.7 million under management), which supports a hands‑on Financial Health Analysis process and periodic Market Insight reports. The firm also discloses an account minimum (typically $400,000, with discretionary exceptions) and maintains a policy of not voting client proxies, while operating on a fee‑only basis rather than accepting commissions.