Here's How the Process Works

We understand that it can feel overwhelming to find a financial advisor that fits your exact needs. When you choose H&A, we make the onboarding process simple so your investment plan can be put into action as soon as possible, getting you one step closer to pursuing your goals.

1

Discovery

We’ll have conversations to gather the most important information from you—what your goals and priorities are. This becomes the backbone of your personalized investment plan.

2

Presentation

You’ll receive a custom investment strategy gameplan that is fully aligned with your goals and objectives. This includes complimentary consulting with additional professional advisors if necessary.

3

Execution

Your investment gameplan gets put into action, which includes tracking of asset transitioning, investment reallocation, and the implementation of additional services if necessary.

Why Our Clients Trust Us

9

Different Professional
Certifications

$500MM

Assets Under
Our Care

99%

Client Retention
Rate

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“Every person, family and business we have the opportunity to work with has unique needs and goals, which are the backbone of the highly customized portfolios and financial plans we manage for them.”

Bernard Carter

Speak with an H&A Advisor

We’re only a phone call or email away. Whether you have a question about building and managing your wealth or planning for your future, or if you just want to get to know us better, we would love to hear from you.