Our Personalized Approach

With H&A you don’t work with one individual financial advisor, you are assigned to a team of experienced professionals who understand what’s important to you, because they are the same things that are important to each of us.

Private Wealth

We simplify the complexity of financial planning and managing private wealth in the ways that work best for you. We’ll help you stop worrying about your finances and start focusing on the things you love most, and your vision for your future.

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Qualified Retirement

We help employers build great retirement plans that attract high-value employees and contribute to their ongoing satisfaction and retention. Let’s work together to create exceptional experiences for your plan participants, trustees, and HR departments.

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Bernard Carter

“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

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LPL Financial

Our association with LPL Financial gives H&A access to the significant resources and support of a global and well-capitalized organization. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com

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.