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, LLC is a team of five advisors managing roughly $492 million in client assets for about 285 individual, high‑net‑worth, charitable, and retirement plan clients. The firm provides discretionary and non‑discretionary portfolio management, written financial planning, retirement plan consulting (including ERISA fiduciary and non‑fiduciary services), and the recommendation and ongoing monitoring of third‑party investment advisers. The firm’s investment process starts with a strategic asset allocation and uses tactical adjustments, guided by a stated focus on value, safety, quality and risk control to limit losses. Hungerford supplements its research and portfolio analysis with artificial‑intelligence and machine‑learning tools for decision support, while retaining human advisors as the ultimate decision‑makers and maintaining oversight of those tools. What is distinctive about Hungerford is its set of industry affiliations: the firm is partially owned by a CPA firm (Hungerford Nichols), its investment adviser representatives may also be registered representatives of United Planners Financial Services and are licensed to sell insurance, and the firm routinely recommends third‑party advisers. These ownership and broker‑dealer/insurance affiliations, and the firm’s active role in recommending and monitoring outside advisers and providing retirement plan services, are less common among comparable team firms and are disclosed along with the firm’s policies intended to manage the resulting conflicts of interest.

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.