A complete list of active advisors currently associated with Hwa Financial Group

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

HWA Financial Group is a small advisory firm that manages roughly $295 million for about 167 clients, primarily individuals including high-net-worth households. The firm provides discretionary portfolio management, standalone financial planning, investment consulting, and ERISA Section 3(21) retirement plan services for plan sponsors and participants. The firm implements asset-allocation strategies across individual equities, fixed income, mutual funds and ETFs, and may allocate to unaffiliated independent managers or broker/dealer sub-managers; it uses a mix of long-term, short-term and trading approaches and periodically reviews accounts with clients. HWA typically recommends Charles Schwab as custodian and may work with margin or pledged-asset lending arrangements when clients choose those options. Notably, HWA is separately licensed as an insurance agency and several representatives are licensed insurance agents who may sell commission‑based insurance products, a relationship the firm discloses as a potential conflict of interest. The firm also shares office space and has a referral arrangement with an affiliated accounting practice for tax and bookkeeping services, and its advisory team includes professionals holding industry credentials such as CFP, CPA and CFA.

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