The #1 trusted Financial Advisor
We are a financial advising firm that values quality relationships, transparency, client education, and a scientific approach to investing pairing software with experience.
Financial Planning Services
Coaching You to Wealth and Financial Wellness
As an independent financial advisory firm, we are under no obligation to sell products. As fiduciaries, we are under complete obligation to put you and your financial purpose first. This means that we’re always in your corner, coaching you to your full financial best.
Financial Planning Services
No Products. Just Purpose.
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. With a focus on financial education and growth, our financial advisors aim to assist all clients in achieving their financial objectives. Learn how our advisors may help you develop a comprehensive financial strategy that will position you for present and future success.
Retirement Planning
Prepare for your future today and make the most out of your retired life! Let us discuss your retirement goals and develop a concrete, tailored plan to suit your needs.
Estate and Legacy Planning
Pass your family history and values while managing your assets. We’ll help orchestrate different strategies and allow you to live your life today while planning for tomorrow.
Comprehensive Financial Planning
There’s more to life than just your investments. We’ll provide in-depth analyses of all aspects of your financial life while developing a comprehensive strategy for your financial needs.
Portfolio Management
Let us tailor your portfolio like you tailor your wardrobe. We take time to learn about your unique goals to help you make informed decisions about your portfolio and tax implications.
Financial Planning
Financial security doesn’t happen by chance. A well-designed financial plan is crucial to financial freedom. We’ll help you see the big picture in handling your finances for your brighter future.
Who We Are
Meet your white-glove
team of experts.
HD Money is a financial advising firm that values relationships, transparency, education, and scientific approaches to investing. With many years of experience in business, we can share our experience and expertise to help you manage your wealth. We’ll have our team working daily to manage your financial growth and protect your assets at the same time.
Our team of trusted financial advisors can provide you with personalized financial advice to help you achieve your financial goals. With our white-glove service, we continue to create and nourish lifelong client relationships. So let us work towards your dreams and safeguard the path to your financial freedom.
Secure Your Future Today with Our Financial Advisors
At HD Money, we will help you change your life with a financial plan tailored to your needs and goals. We want you to have peace of mind knowing your future is secure while continuously building your wealth for yourself and your family. Let us put your financial purpose first and coach you to your full financial best. Begin your journey to financial freedom today!
We Get to Know You Better
The most important part of the financial planning process is simple—you. We want to know what truly matters to you, not just financially but in life as well. What are you hoping to achieve in the next few years? What are your hobbies or passions? What makes you excited for the future? The more we know, the more we can help tailor a financial plan to suit your specific needs.
We Determine Your Goals
In order for us to better serve you, we need to know not just about you as a person but also about your goals. Our financial strategies are based on the plans you have for your future self. As a result, we work with you to define your financial objectives. Then, we set about devising a streamlined strategy to assist you in achieving them.
We Brainstorm Strategies
Once we have a better understanding of who you are and what you want, we are able to examine your present financial situation. We then formulate different investing strategies in order to help you achieve your financial objectives and recommend the one we believe will better achieve all your goals.
We Take Action
Once we’ve agreed on a solid strategy, it’s go time! We put your plan into action by drawing on the experience and dedication of our team members. We start the ball rolling and keep a close eye on every turn your financial strategy makes along the way to ensure it’s reaching your financial goals.
We Keep You on the Right Track
Exceptional financial planning is not simply a one-and-done process. We like to reconnect with you at least once a year for a formal review of your financial strategy and current financial status to ensure you are continuing on the right path to achieving your goals. In the interim period, we hope you’ll keep us updated on your latest accomplishments, adventures, and newly realized goals in order for us to stay connected and better serve you.
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.
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.
Join Us For Dinner & learn about 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. Both Stuart and Margaret keep things interesting and fun as they help you explore the world of money management.
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Join Us For Dinner & learn about Financial Education
Latest Financial Insights
Stay ahead of the markets with insights from our experts. Uncover the latest on the global economy, retirement updates, and changes that matter most for the challenges and opportunities ahead. Learn the insights to help you understand your financial situation and achieve financial wellbeing.
Love your updates, they always re-enforce my confidence in HD Money!
Rich P.
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.
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.
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 Vimvest for several years and have never been misled by your advice..
James & Bernadette S.
Thank you for this video. It’s nice to know you are staying on top of things!
Deborah C.
Begin Your Journey to Financial Freedom with Our Financial Advisors
At HD Money, our clients and their goals are at the center of what we do. Our commitment has always been to you—that’s why we’re proud to have helped numerous people achieve their financial growth and freedom. So start as early as today and plan for a better future for yourself and your family. Contact us to get started.
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