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Your Wealth
Your Future
Our Expertise

Your financial journey starts here. 

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Partner with a Team that Cares

We place our client's best interests before our own, offering meaningful advice through in-depth
independent financial planning. We go beyond merely focusing on investments or budgeting and take into account various factors such as financial goals, risk tolerance, income, expenses, assets, liabilities, insurance needs, tax strategies, and estate planning. 

Charting a prudent course to financial independence requires a well-conceived, personalized
financial plan with defined, long and short-term goals. Our process incorporates a detailed CORE 360 strategy as we implement steps to effectively plan for your financial future.  Our goal is to create a customized financial roadmap that aligns with your unique circumstances to foster wealth creation, safeguard your assets, facilitate the transfer of surplus wealth during your lifetime, and support its seamless transition through your estate.

Who We Help 
Solutions Tailored To Your Needs

Our ultimate goal is to empower you to make informed financial decisions that support your goals and aspirations while considering the broader financial picture.



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How We Help 
Mission-Driven Wealth

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of Hungerford's foundation. 

Working with a Financial Professional

Working with a financial professional can be one of the most important decisions you make. Check out this helpful guide to learn exactly why this may be your next best move.

<sup>Who We Are&#160;</sup><br/>Your Financial Teammate to Help You Navigate Life<br/>

Who We Are 
Your Financial Teammate to Help You Navigate Life

We are independent for a reason; we want what's best for every client and understand the value in providing tailored service and solutions.  Our independence allows us to provide the best guidance possible.

We have decades of experience and our credentials showcase our commitment to knowledge in the industry. Our qualifications include MBA, CWS®, CRC®, AIFA®, CFP®,CPA, and CEPA.

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We begin with a simple conversation to see if there is a fit between what we do and what you are looking for. If it makes sense for both sides to move forward, we utilize a checklist to aid in the process of gathering financial documents, as these documents are the catalyst of the planning we will complete together.  

We will brainstorm ideas and discuss implementation as we conclude initial planning sessions.  As we move forward, expect to speak with us 2-3 times per year, either virtually or in person as we monitor investments and continue to complete various planning items.

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