HPMP

HPM Partners is an award-winning investment and wealth management firm offering customized financial advice to individuals and their families, businesses and their employees, and nonprofit organizations.

Services

Investment Management

We develop and manage investment programs that are tailored to our clients’ objectives. This service includes a comprehensive review of existing investments, development and implementation of an investment plan, and ongoing management and oversight of the entire portfolio.

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Wealth Management

Our advisors work with clients on all facets of their wealth management, including trust and estate planning, cash flow management, personal and business tax, insurance, charitable gifting, business interests, investments, and real estate. Many clients view us as their outsourced family office.

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Executive Financial Counseling

Companies retain HPM Partners to provide financial counseling to their top executives. We help them maximize employer-provided benefits and maintain full compliance. Our expertise in all aspects of financial planning provides executives with a holistic approach to wealth accumulation and management.

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Retirement Plan Management

We assist companies in designing and managing qualified and nonqualified plans that optimize their employees’ retirement planning. This service may also include a Financial Wellness Program with personal coaching to assist with all aspects of their financial well being.

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We develop and manage investment programs that are tailored to our clients’ objectives. This service includes a comprehensive review of existing investments, development and implementation of an investment plan, and ongoing management and oversight of the entire portfolio.
Read More

Our advisors work with clients on all facets of their wealth management, including trust and estate planning, cash flow management, personal and business tax, insurance, charitable gifting, business interests, investments, and real estate. Many clients view us as their outsourced family office.
Read More

Companies retain HPM Partners to provide financial counseling to their top executives. We help them maximize employer-provided benefits and maintain full compliance. Our expertise in all aspects of financial planning provides executives with a holistic approach to wealth accumulation and management.
Read More

We assist companies in designing and managing qualified and nonqualified plans that optimize their employees’ retirement planning. This service may also include a Financial Wellness Program with personal coaching to assist with all aspects of their financial well being.
Read More

Clients

Individuals and Families

We serve a diverse group of individuals and families with simple to complex financial situations. Our clients are highly successful entrepreneurs, business owners and executives, as well as accomplished professionals in fields such as finance, technology, media, sports, entertainment, medicine, and law. We work collaboratively with our clients and their other advisors to integrate all facets of wealth management.

Businesses

Our business clients encompass all industries and sizes, both public and private. We have extensive experience working with boards of directors, executive committees, fiduciary committees, and professionals of human resource, finance, and legal departments. In addition to our services for HR benefits, we consult on initiatives such as succession planning and firm valuation.

Nonprofit Organizations

Our nonprofit clients include foundations, endowments, educational institutions, and government agencies. We provide investment, financial administration, tax, and retirement plan advice to their leaders and employees.

individuals

We serve a diverse group of individuals and families with simple to complex financial situations. Our clients are highly successful entrepreneurs, business owners and executives, as well as accomplished professionals in fields such as finance, technology, media, sports, entertainment, medicine, and law. We work collaboratively with our clients and their other advisors to integrate all facets of wealth management.

business clients

Our business clients encompass all industries and sizes, both public and private. We have extensive experience working with boards of directors, executive committees, fiduciary committees, and professionals of human resource, finance, and legal departments. In addition to our services for HR benefits, we consult on initiatives such as succession planning and firm valuation.

non-profit

Our nonprofit clients include foundations, endowments, educational institutions, and government agencies. We provide investment, financial administration, tax, and retirement plan advice to their leaders and employees.

We invite you to learn about our offices and professionals.

libraryPlease visit our library for HPM Partners’ insights on investment, wealth management, and retirement planning topics.

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