A complete list of active advisors currently associated with Hughes Financial Group, LLC

Warmer can help you find a great advisor at Hughes Financial Group, LLC or one who fits your needs even better.

Hughes Financial Group, LLC provides personalized, fee-only financial planning and investment management to individuals as well as entities such as trusts, estates, pension and profit-sharing plans and business clients. As of December 31, 2025 the firm reports managing roughly $22.8 million for about 42 clients and also serves additional clients on a planning-only basis. The firm emphasizes active asset management, stating it uses proprietary investment strategies and algorithms along with fundamental, technical and cyclical analysis. Portfolios are typically built with no-load mutual funds and ETFs but may include individual equities, bonds, options and other instruments, with most assets managed on a discretionary basis and reviewed frequently. Noteworthy features include a fee-only model that excludes commission income, a clear separation between asset-management clients and planning-only engagements (including hourly and project-based plans), and occasional donated planning hours to 501(c)(3) organizations. Oversight of trading and compliance is conducted internally by the firm’s senior officer, who also performs periodic personal-trade reviews and executes client trades under limited trading authorization.

To learn more about the advisors currently working at Hughes Financial Group, 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.