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

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

The firm provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), charitable organizations, and business entities, tailoring an Investment Policy Statement for each client and offering ongoing portfolio monitoring and model portfolios. It also directs some clients to third‑party managers and may act as a selection adviser for outside advisers. The firm employs a mix of analytical methods — charting, fundamental, technical, cyclical, and quantitative analysis — and implements a range of strategies from long‑term holdings to more active trading, including short sales, margin transactions, and options strategies (covered, uncovered, and spreads). Clients’ accounts are managed under discretionary authority and the firm documents risk tolerances and investment guidelines in written plans. Compared with many peers, the firm discloses several uncommon practices: principals sponsor and manage private funds (including named private fund vehicles), the adviser may receive outside compensation or commissions from the sale of certain securities, and it uses borrowing and derivative strategies in client accounts. These arrangements and potential conflicts are disclosed in the brochure and the firm notes that client approval and disclosures are sought when investments involve related parties or material financial interests.

To learn more about the advisors currently working at Hyperion 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.