Hyland Lake Partners

Hyland Lake Partners, LLC is a fee‑only financial planning and investment management firm that provides discretionary portfolio management and comprehensive financial planning to individuals, high‑net‑worth clients, corporations and charitable organizations. The firm reports roughly $93 million in discretionary assets under management and a two‑advisor team serving about 78 client relationships.

The firm builds customized portfolios—frequently relying on exchange‑traded funds and mutual funds—based on each client’s objectives and risk tolerance, and provides continuous discretionary supervision with periodic rebalancing. Hyland Lake describes a consultative planning process covering retirement, education, tax, risk management and estate planning, follows CFP Board standards of conduct, and generally implements long‑term buy‑and‑hold strategies while accommodating reasonable client restrictions.

Notable operational features include its fee‑only structure with no commissions, no revenue sharing and no third‑party referral fees, and an outsourcing arrangement with an unaffiliated back‑office provider (NWAM) that facilitates access to institutional custody and reporting platforms at Fidelity and Schwab. The firm, formed in 2024 and with a recent ownership change in 2026, does not sponsor a wrap‑fee program, states it does not engage in block trades or soft‑dollar arrangements, and evaluates new client acceptance on a case‑by‑case basis (occasionally declining accounts below $500,000).