With H&A your service will come from a team of qualified professionals. This provides a breadth of experience to make sure we understand what’s important to you and deliver the strategies and performance you need.
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.
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.
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.
Your investment gameplan gets put into action, which includes tracking of asset transitioning, investment reallocation, and the implementation of additional services if necessary.
9
Different Professional
Certifications
$500MM
Assets Under
Our Care
99%
Client Retention
Rate
Bernard Carter
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.