Wealth Management Services
For over 20 years, HBE Wealth Management LLC has provided true wealth management services for individuals and families, retirement plan services for 401(k) plan sponsors, and institutional advisory services primarily for nonprofit organizations and grant making foundations. As an independent member of Buckingham Strategic Partners, the firm provides a holistic, all encompassing investment approach that goes beyond basic advice and incorporates all facets of our clients’ financial lives, from tax and estate planning to risk management, retirement funding, charitable giving and beyond.
Evidence-based investing retains the benefits of indexing. It uses funds that are relatively low-cost, low turnover and tax efficient. However, we seek to improve on the index model by tilting portfolios towards groups of stocks with higher expected returns. Clients can expect a portfolio designed with the principles of modern finance, proactive re-balancing, and tax-loss harvesting.
We see past the spreadsheet to understand your most important dreams and goals.
We take the time to focus on delivering true wealth management services, not just money management. This means integrating estate and tax and risk management into an overall financial plan.
Meet Our Team
Investment advisor services are offered through
HBE Wealth Management, LLC
while CPA services are offered through HBE LLP.