Huffman Wealth Management

Huffman Wealth Management serves individuals, high‑net‑worth clients, trusts, estates, charitable organizations, pension and profit‑sharing plans, and corporations. The firm offers financial planning, consulting and discretionary investment management, and — in contrast to many peers — provides tax preparation services to its existing clients.

The firm manages discretionary portfolios using proprietary model strategies that allocate among mutual funds, individual equities, fixed income, ETFs and, when appropriate, independent third‑party managers, and it seeks to match client risk profiles through diversified multi‑asset exposure. HWM also advises on employer‑sponsored retirement plans, held‑away accounts such as 401(k)s, and employee stock option matters, integrating tax and insurance considerations into its wealth management process.

What is distinctive about the firm is its combination of services more typical of accounting and insurance practices: it prepares personal tax returns (including Form 1040 schedules and K‑1 work) for clients and its personnel are licensed to sell insurance products and may receive commissions, with disclosures and safeguards described in the brochure. The firm’s ongoing work with corporate and plan‑sponsor clients and its retention of tax and insurance activities are less common among solo independent RIAs of its size.