A complete list of active advisors currently associated with Hungerford Financial LLC

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

Hungerford Financial serves individuals (including high‑net‑worth clients), charities, and employer retirement plans, offering financial planning, tailored portfolio management, retirement plan consulting, and the selection and monitoring of third‑party investment advisers. Services are delivered on both discretionary and non‑discretionary bases and include written financial plans and ongoing investment oversight. The firm’s investment approach begins with a strategic asset allocation and employs tactical adjustments, guided by principles of value, safety, and quality with an emphasis on loss avoidance and risk control. Hungerford supplements traditional research with AI‑enabled analytics and other software tools to support portfolio analysis and risk monitoring, while maintaining human oversight of all final investment decisions. Hungerford’s business relationships are atypical for a team of its size: it is affiliated with a broker‑dealer and with an accounting firm, and its representatives may also hold securities registrations and insurance licenses—arrangements the firm discloses and addresses through policies and client disclosures. The combination of third‑party adviser oversight and ERISA fiduciary retirement‑plan services further distinguishes its service mix relative to many peers.

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

Name	Location	Years of experience
Brett Bauman	Grand Rapids, MI	9
Nathaniel Bryers	Grand Rapids, MI	1
Connor Price	Grand Rapids, MI	6
Thomas Price	Grand Rapids, MI	31
Aaron Sal	Grand Rapids, MI	4

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

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