We understand that the true measure of wealth is not the sum of your financial assets, but the life experiences made possible by those assets.
Wealth Management takes place in the space where your money and your values meet.
Our clients seek to maximize their resources in order to enjoy their life experiences. Whether you are seeking to grow your assets in anticipation of retirement, utilize your assets during retirement, plan for your children’s future, or impact society through your philanthropic gifts, HHWM is dedicated to helping you achieve your goals.
Wealth Management takes place in the space where your money and your values meet. At HHWM, we collaborate with our clients to define their values, develop goals, and create a unique plan for each client.
At Hiley Hunt Wealth Management, we believe every client deserves the “Four Cs” when working with a financial advisor.
Advisors should always put their clients first – period. As a Fee-Only firm, we never take commissions or sell financial products. Our compensation is charged directly to the client and is transparent and easy to understand. As a result, our clients can trust that we have their best interests in mind.
Clients need to have an advisor who is highly educated on a variety of complex financial scenarios. Jason has a degree in accounting from the University of Iowa and passed the Uniform CPA examination in the state of Iowa. Jason is also a Certified Financial Planner™ and is a member of the National Association of Personal Financial Advisors (NAPFA). What’s more, he completes a minimum of 60 hours of continuing education every two years.
Andrew has earned an accounting degree and a masters in business degree from the University of Nebraska at Omaha. He also earned a certificate in financial planning from the Boston University Institute of Finance. Andrew is a Certified Financial Planner™ and a member of the Financial Planning Association (FPA).
Today’s financial world is complex, and each client presents unique planning requirements. Therefore, we provide comprehensive wealth management advice to our clients by analyzing their investments, taxes, estate planning, insurance, education planning, and charitable giving. We also have an extensive network of “related” professionals (accountants, lawyers, etc.) who we leverage when appropriate.
Although the financial industry is full of numbers, we pride ourselves on developing deep and meaningful relationships with each of our clients. Through these relationships, we are better able to help our clients identify and achieve their goals.