About Us
Independent and Fee-Only
What is the HTG Difference?
As a fee-only fiduciary, we are committed to providing unbiased, expert advice. Clients can count on us to be transparent and straightforward. Our years of hands-on experience and collective credentials set us apart.
Independent
Fee-only Fiduciary
Highly Skilled and Credentialed Team
Comprehensive Advice
Trusted, Empathetic Partner
OUR STORY
The History of HTG Advisors
Tom and Jeanne Gnuse founded HTG in 1993 with a clear mission to provide the individual investor with a systematic approach to asset allocation and portfolio construction. Over time, we added financial planning as a core service and evolved into a comprehensive wealth management firm.
Building on our founder’s vision, Robin Sherwood and Lex Zaharoff now lead a group of dedicated and qualified professionals. Our advisors remain devoted to helping clients meet their objectives through a blend of personal financial planning and disciplined, research-based investment management. Our longevity speaks to our commitment to - and the trust of - our valued clients.
Our founders’ principles of superior client service and a fee-only, fiduciary structure still guide us.
The HTG Difference Provides Value and Results
OUR 97% CLIENT RETENTION RATE REFLECTS THE HTG DIFFERENCE
Credentials
Our collective credentials are rare for a firm of our size. You benefit from the experience and knowledge of the entire HTG team.
Collaborative
Our culture fosters a highly collegial and interactive environment, which ultimately leads us to find the best solutions for you.
Multi-generational
Our advisors span generations. As your family and needs evolve, we have the staff and collective resources to grow with you. We seek long-term relationships with our clients and their families.
Personalized and Responsive
Our low client-to-advisor ratio allows us to thoroughly understand your financial goals and unique circumstances, ensuring that you receive personalized, timely attention.
BY THE NUMBERS
A Highly Credentialed and Experienced Team
10
Advisors
7
MBAs
6
CFP® Certificants
CERTIFIED FINANCIAL PLANNER®
2
CFA® Charterholders
Chartered Financial Analyst®
1
CPA/PFS™
Certified Public Accountant/Personal Financial Specialist™
1
CDFA® Certificant
Certified Divorce Financial Analyst®
1
JD
Meet the Team
We are a team of thirteen professionals from a wide variety of backgrounds, all committed to the highest standard of service for our clients. Explore each of our backgrounds and experience on our meet the team page.
That’s a little of our story,
but we’d really rather hear yours.
We invite you to give us a call.
Keep Exploring
Discover Who We Help
We work with over 300 individuals and families like you.
Understand Our Services
An integrated planning and investment approach with you at the center.
Read Our Success Stories
Read examples of people just like you who have been helped by HTG.