A complete list of active advisors currently associated with Hyline Wealth

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

The firm serves individuals and also works with corporations, employer-sponsored retirement plans, and other institutional-type clients, providing comprehensive portfolio management, financial planning, investment analysis, and consulting. It offers both ongoing asset management across public and private securities (stocks, bonds, ETFs, mutual funds, and options) and standalone planning or consulting delivered through a web-based client planning portal. Investment decisions draw on a mix of charting, fundamental, technical and cyclical analysis and may employ long- and short-term positions, trading, margin, short sales and options strategies; portfolios are tailored to client goals and reviewed at least annually (quarterly for certain accounts), with discretionary management applied to most advisory assets. For retirement-plan engagements the firm provides plan design, fund selection assistance, QDIA recommendations, participant education and acknowledges ERISA fiduciary responsibilities under its consulting agreements, while generally not providing active asset management within those consulting arrangements. What is distinctive compared with many peers is the firm’s regular work with corporate and institutional clients, including pension and profit-sharing plans, and the explicit offering of pension consulting and retirement-plan services. The brochure also discloses that the adviser is licensed to sell insurance and publishes financial materials—activities described as limited in time and addressed as potential conflicts under the firm’s policies.

To learn more about the advisors currently working at Hyline Wealth, 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.