Hyperion Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hyperion Financial provides discretionary investment management and a range of financial planning services to individuals (including high‑net‑worth households) and to business clients. The firm offers project‑based, foundational, and ongoing comprehensive planning alongside portfolio management, and generally charges asset‑based advisory fees.
The firm’s investment approach is primarily passive and long‑term, using index mutual funds, ETFs, stocks, and bonds to construct diversified portfolios, and it will engage third‑party managers for legacy or smaller accounts when appropriate. Services are delivered virtually, and clients must consent to electronic delivery of documents and communications as part of the relationship.
Compared with many peers, Hyperion is a relatively new, small team (three advisors) managing roughly $90 million for about 182 clients and operates a household retainer model for its comprehensive ongoing planning. The firm also provides a few atypical client conveniences — limited payment for updating estate documents and payment for tax preparation from recommended CPAs for eligible ongoing clients — runs a visible financial‑education practice (instructor‑led workshops and college‑savings content), and, for a small number of accounts, has standing letters of authorization that have resulted in limited custody via SLOAs.
Client services
Expertise
Demographic focus
Fee options
Project-Based Financial Planning fixed fees $495-$2,495
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Foundational Financial Planning ongoing monthly fee of $75, waived if household account value is $500,000 or more
Minimum fee: $10,000 annual minimum fee for Ongoing Comprehensive Financial Planning + Investment Management Services, payable monthly or quarterly in advance, may be waived or reduced at firm's discretion Fee-only: Project-Based Financial Planning fixed fee ranging from $495 to $2,495 based on complexity; Foundational Financial Planning monthly fee of $75 (waived if household account value ≥ $500,000)
Main office
20 W. Lancaster Ave, Suite 3
Shillington PA 19607
Advisors at this office
3
Most active in
Pennsylvania
Also doing business as
Hyperion Financial · Hyperion Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Tyler S
Series 63, Series 65
Shillington, PA
Hyperion Financial
Tyler Storms is a financial advisor at Hyperion Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Hyperion Financial serves individual and high-net-worth clients with tailored financial planning and discretionary investment management, primarily using a passive, long-term buy-and-hold approach with index funds, ETFs, stocks, and bonds. The firm offers comprehensive planning services delivered virtually and coordinates with clients’ tax and legal professionals.
Michael H
CFP®, Series 63, Series 65
Shillington, PA
Hyperion Financial
Michael Hartman is the founder of Hyperion Financial and holds the CFP® designation along with Series 63 and 65 licenses. He has 12 years of industry experience, including seven years with 1847 Financial, Penn Mutual Life Insurance Company, and HTK before establishing Hyperion Financial in 2021. Hyperion Financial provides discretionary investment management and financial planning services to individuals—including high-net-worth households—and business clients. The firm employs a primarily passive, long-term investment approach using diversified portfolios of index mutual funds, ETFs, stocks, and bonds, with services delivered virtually.
Daniel C
CFP®, Series 63, Series 65
Shillington, PA
Hyperion Financial
Daniel Cieniewicz is a CFP® professional with 12 years of industry experience, currently serving at Hyperion Financial since 2021. His prior experience includes roles at Mohler Insurance and 1847 Financial/Hornor, Townsend, Kent, Inc. Outside of advisory work, he provides financial aid and student loan counseling through The College Dude, contributes to financial education content for MoneyGeek, and teaches personal finance workshops with the American Financial Education Alliance. Hyperion Financial offers discretionary investment management and financial planning services to individuals and business clients, emphasizing a primarily passive, long-term investment approach. The firm manages diversified portfolios using index funds, ETFs, stocks, and bonds, and provides virtual service delivery and unique client conveniences such as estate document updates and tax preparation payments for eligible clients.
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