A complete list of active advisors currently associated with Hyperion Financial

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

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.

To learn more about the advisors currently working at Hyperion Financial, 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.