A complete list of active advisors currently associated with Hummer Financial Advisory Services Inc

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

Hummer Financial Advisory Services, Inc. provides discretionary investment supervisory services and a range of financial planning engagements, including brief, limited, and comprehensive written plans. Clients include individuals, grantor and irrevocable trusts, IRAs, participants in self-directed 401(k) and profit-sharing plans, corporations, and charitable organizations and trusts. The firm’s investment approach emphasizes tax-aware, buy-and-hold strategies implemented primarily through directly held stocks and laddered, high-quality bonds, with mutual funds used selectively for areas like international or small-cap exposure. Portfolio construction and trading are designed to control the timing of taxable events, and the adviser prepares detailed year‑end tax schedules and maintains adjusted cost-basis records while coordinating with clients’ tax preparers. A distinctive feature is the operational linkage to accounting and tax resources: the firm’s president operates a separate CPA practice and maintains the costbasis.com website, which supports in-house cost‑basis expertise and tax reporting for clients. The firm also accepts charitable organization clients and provides specialized engagements (including forensic asset review in divorce situations), and it manages roughly $196 million in client assets while maintaining a $1 million typical account threshold.

To learn more about the advisors currently working at Hummer Financial Advisory Services 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.