A complete list of active advisors currently associated with Hyland Wealth Management LLC

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

Hyland Wealth Management provides discretionary portfolio management and a range of financial planning services to individual clients, including retirement planning, cash‑flow and debt analysis, insurance review, and estate planning. The brochure reports about $63.4 million in discretionary assets under management across roughly 102 client relationships and describes both one‑time financial plans and an ongoing comprehensive planning service billed on a quarterly retainer. The firm primarily constructs passive portfolios using index mutual funds and ETFs to emphasize low internal costs and tax efficiency, while allowing client‑specific investment restrictions and exercising trading discretion for day‑to‑day management. When performing investment analysis as part of planning, Hyland combines fundamental, cyclical, and charting techniques and may recommend outside managers for particular strategies. Noteworthy aspects relative to many solo independent advisers include the firm’s use of a subscription‑style comprehensive planning retainer alongside fixed‑fee planning engagements and its explicit statement that it has no account minimum. The brochure also directs prospects to the firm’s website and SEC Investment Adviser Public Disclosure listing and notes the firm advertises third‑party ratings, an uncommon practice among peers.

To learn more about the advisors currently working at Hyland Wealth Management 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.