Hynes Advisory Group LLC

The firm primarily serves individual and small‑business clients who describe themselves as moderate to conservative investors, offering financial planning, portfolio management and the selection and monitoring of third‑party money managers. It also provides educational seminars and periodic newsletters, and maintains an affiliated tax planning and preparation service to support clients’ broader financial needs.

Hynes follows a defensive, principal‑protection oriented investment philosophy that emphasizes diversification, limited trading and the use of cash or principal‑protected positions when appropriate, with mutual funds used to complement other strategies. The firm accesses third‑party managers and a custodian platform, and employs risk and portfolio tools such as Riskalyze, Zacks and PlanConfidence while limiting discretionary investments to common instruments including stocks, bonds, mutual funds, ETFs, REITs and BDCs.

Noteworthy differences from many peers include the advisers’ continuing insurance brokerage activity and occasional sales of other financial products (including gold and silver coins and bars), and the firm’s direct placement activity in certain non‑traditional REITs and real‑estate vehicles. The brochure discloses these commissionable activities and the affiliated tax service as potential conflicts of interest and also highlights the firm’s emphasis on client education through seminars and newsletters; its client base is reported to be predominantly non‑high‑net‑worth individuals.