Our Services
Chart Your Path with Confidence
Are you looking for a partner to guide and support your financial decision-making?
With your input, we create a personalized financial plan that reflects your unique situation, values, and goals. Together, we organize your finances, clarify your objectives, design a long-term vision, and implement optimal strategies to achieve your goals. Based on your priorities and circumstances, we address ongoing savings, investment, tax, estate, education, retirement, and charitable planning needs.
While planning reveals and quantifies your goals, investment management is one of the means to achieving them. We manage your investments on a discretionary basis, and your portfolio is monitored and adjusted when needed.
Goals-Based, Customized Plan
Collaborative Partnership
Integrated Financial Planning & Investment Management
Ongoing, Long-term Relationship
Our Fee Structure
As fiduciaries, we always put your interests first. As fee-only advisors, our fees are fully disclosed and transparent.
- Our fee structure includes financial planning and investment management.
- Annual fixed fee of $3,000 plus an assets under management fee starting at 0.75% that declines at higher asset levels.
- Fee-only means we are compensated only by our clients. We receive no compensation from third parties.
- As your assets increase, your fee as a percentage of assets decreases.
Get Started With a Simple and Streamlined Process
CONNECT with HTG, our seven-step process to
getting the support and guidance you need.
Recent News & Insights
05/30/2025
Retirement Ready: 5 Financial Planning Lessons From My 27-Year Career at HTG
