We are a financial advising firm that values quality relationships, transparency, client education, and a scientific approach to investing pairing software with experience.

What We Do

Margarette Hixon together with Stuart and Philip financial advising firm sarasota

We bring a scientific approach to investing.

Just like there’s no crying in baseball, there’s no emotion in investing. That’s our philosophy. We use modern resources and proven scientific strategies, so that the outcome is a careful, thorough approach to wealth management.

professional handing a paper to a old couple retirement planning sarasota

Retirement Planning

We will help identify sources of incoming in retirement, as well as work to estimate expenses and implement a savings and investment strategy. We’ll work diligently with you to determine your retirement income goals and the actions and decisions we believe necessary to pursue those goals.

 

professional talking to the couple financial planning sarasota

Comprehensive Financial Planning

There’s more to life than just your investments. That’s why we provide in-depth analyses of all facets of your financial life so that we can help provide a comprehensive strategy for your financial needs.

 

professional talking to a smiling couple comprehensive financial planning sarasota

Estate & Legacy Planning

You’ve spent a lifetime building your wealth and establishing your estate, and now it’s all about passing it on to your family’s next generation. Our professional estate planning and legacy planning services secure your existing finances and prepare them for the future. 

Who We Are

Meet your white-glove
team of experts.

Our white-glove service continues to create and nourish lifelong client relationships with an extraordinary level of attention to your needs. Our expertise in wealth management means that you have time to enjoy doing what you love while we work to help you reach your financial goals.

HD Money staff group shot in sarasota
Why Choose Us

How We’re Different From Other Firms

Fee-based Financial Planners

We design unique personal financial plans that put your interests first and foremost. Under this fee structure, our planners are fiduciary and have a legal and moral responsibility. Your financial needs are met with care, expertise and understanding.

 

Team of Experts

Driven by years of combined experience and disciplined planning, our team of wealth management experts include Certified Financial Planner™ professionals, investment advisors and strategists, estate planners, tax attorneys and Certified Public Accountants. Our experts collaborate with you and foster a relationship based on trust and transparency. At our firm, our commitment is to you.

 

Margarette Hixon together with Stuart and Philip financial advising firm sarasota

Fiduciary: Relentless Advocates for Retirement Readiness

As a fiduciary, you can always expect us to be your advocate and put your best interest first and foremost. We are held to the highest standards of trust and care, and we seek to identify the best financial route for our clients. We negotiate on your behalf and on your side, no matter what.

 

Fee-Only Fiduciary: No brokers, no commissions, no matter what.

As a fiduciary, we are held to rigorous standards and vow to put our clients’ needs above our own. However, we take this one step further. As a fee-only fiduciary, we accept no other compensation than the fee we agree to with our clients; making us both culturally committed and legally bound to the Fiduciary standard.

 

beautiful chandelier in ceiling financial management sarasota
Join Us For Dinner & Financial Education

Upcoming events

We have in person and virtual events! Learn more about the key factors that can drive both portfolio growth and protect your hard-earned assets. HD money keeps things interesting and fun as they help you explore the world of money management.

Testimonials

4.5
4.5/5

A friend recommended this firm to me. HD Money was so helpful, prompt and super easy to work with. I had very little knowledge of what I was looking for, and they explained the different options and opportunities for me. I had a great time dealing with them since they are really personable, honest, and easy to work with.

Marisa H.
4.5
4.5/5

Working with HD Money was great for me because I needed a comprehensive analysis of my finances, investment strategy, and debt management. 

They exceeded my expectations by locating and bringing in a second professional for my specific circumstance, all for a very fair charge.

Diana M.
4.5
4.5/5

I highly recommend HD Money for portfolio management. Their strategic and analytical thinking generates a lot of possibilities, whose benefits and risks they thoroughly explained. They genuinely listened and strived to completely comprehend our long-term goals, assisting us in developing a strategy to optimize our assets.

Jacob A.
5
5/5

Love your updates, they always re-enforce my confidence in HD Money!

Rich P.
Quotation mark Image
5
5/5

I personally appreciate the video’s you send. They make me feel that you are on top of this and that is so reassuring. I love hearing from Stuart. Take care and stay well.

Lisa W.
5
5/5

Stuart, excellent presentation and to give reassurance that you all are staying on top of our investments. You have assured us that if the market dropped 10 percent ?? that you would sell and to buy when the stocks are very low. As the old saying goes. ”buy low” especially if you are applying smart excellent stocks. I appreciate your expertise to guide us through the challenges that awaits us each day. As always, My Best regards to you and the Staff.

Gary B.
5
5/5

Thank you, Stuart! That video did a lot to relieve my anxiety and I agree wholeheartedly with your analysis of the present situation, scary as it is. I have been with HD Money for several years and have never been misled by your advice..

James & Bernadette S.
Quotation mark Image
5
5/5

Thank you for this video. It’s nice to know you are staying on top of things!

Deborah C.

FAQ

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium

 Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

 Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

 Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

 Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Give us a call:

(941) 925-2121