Investment Management
Balancing risk and reward to achieve your long-term financial goals.
Our Investment Philosophy
The true measure of wealth is not the sum of your financial assets, but the life experiences made possible by those assets.
Our Areas of Expertise
Focused Financial Planning
We provide detailed financial planning services to help ensure all aspects of your financial life are considered and aligned with your goals.
Portfolio Management
Our team actively manages your portfolio, making strategic adjustments based on market conditions and your evolving financial objectives.
Retirement Planning
We help you create a sustainable retirement plan aimed at financial security and peace of mind during your golden years.
Risk Management
We assess and manage risks to protect your investments from unforeseen events.
Tax-Efficient Investing
Our strategies include tax-efficient investing to help you retain more of your wealth while fostering its growth.
Estate Planning
We assist in planning the transfer of your assets to future generations, helping preserve your legacy and honor your wishes.
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Frequently Asked Questions
What is the minimum investment required to start with Hiley Hunt?
Our ongoing management services provide the greatest value and impact for clients with $500,000 or more in investable assets. However, we understand that individual circumstances vary, and we’re open to evaluating flexibility on a case-by-case basis.
Can Hiley Hunt help with estate planning and wealth transfer?
Yes, we will collaborate with a qualified attorney to deliver estate planning services to help ensure your assets are transferred according to your wishes.
How can Hiley Hunt assist me in managing my late spouse’s investments?
We provide compassionate guidance to help you understand and manage your late spouse’s investments so that they align with your current financial goals and needs.
What steps should I take if I’ve recently become the family steward?
Our team will help you organize and evaluate your financial assets, develop a clear strategy, and provide ongoing support to manage your family’s financial future effectively.
Can you help me understand my investment options after a major life change?
Yes, we offer personalized advice. Our process begins with financial planning to help you understand your investment options and make informed decisions following significant life events such as the loss of a spouse.
What is a fee-only financial planner?
We operate on a fee-only basis, meaning our compensation comes solely from our clients, not from commissions or incentives from any financial institutions. This approach minimizes conflicts of interest and solidifies the focus on your best interests. We typically work with clients on an ongoing basis, providing coordinated financial planning and investment management through a continuous partnership
Is Hiley Hunt Wealth Management a fiduciary?
Yes, Hiley Hunt Wealth Management is committed to offering our services at the highest level of the fiduciary standard. To understand more about what the fiduciary standard is, visit sec.gov.
Is Hiley Hunt Wealth Management an independent advisory firm?
Yes. Hiley Hunt is not affiliated with any major wirehouse or bank. Hiley Hunt uses independent custodians such as Charles Schwab to hold our clients’ assets.
Does Hiley Hunt Wealth Management work with clients outside of Nebraska?
Yes. Hiley Hunt Wealth Management is an SEC-registered investment advisor and is in compliance with notice filing requirements in the states in which we operate. Hiley Hunt can serve clients in all 50 states.
Are the advisors at Hiley Hunt Wealth Management CFP® practitioners?
Yes. Hiley Hunt Wealth Management is committed to continuing education and maintaining the preeminent credential in the financial planning field. Each advisor at Hiley Hunt Wealth Management is a CERTIFIED FINANCIAL PLANNER practitioner.
