A complete list of active advisors currently associated with Hutchison Whitehead Wealth Management

Warmer can help you find a great advisor at Hutchison Whitehead Wealth Management or one who fits your needs even better.

Hutchison Whitehead Wealth Management is a state-registered advisory firm that serves individuals and families — including high-net-worth clients — as well as trusts, estates, charitable organizations and business entities. The firm offers fee-only investment management on a percentage-of-AUM basis, comprehensive and modular financial planning, and pension consulting for plan sponsors. The firm uses tailored model portfolios built predominantly with mutual funds and ETFs and applies a factor-oriented investment framework that emphasizes market, value and size exposures; most assets are managed on a discretionary basis with quarterly account reviews. Financial plans are developed on an individual basis and maintained either as comprehensive engagements or in modular form, and the firm aggregates held-away assets for reporting and fee calculation while providing performance reporting through third-party software. A distinctive operational feature is an affiliation with a local CPA practice: one principal is a partner at that accounting firm, is expected to allocate a substantial portion of their time to the accounting business, and the accounting firm refers potential clients and coordinates accounting and tax services. The advisory team includes multiple credentialed professionals (CFP®, CPA, and a CFA charterholder), offers pension-consulting services, and maintains a firm policy of not voting client proxies, which together shape a service mix that differs from many peers.

To learn more about the advisors currently working at Hutchison Whitehead Wealth Management, 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.