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BUSINESS SPOTLIGHT
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A Tradition Of Trust
Most people are looking for a financial advisor in whom they can place their utmost trust and confidence . H Financial was founded by Garrett Hoge in 1981 upon such a tradition of trust . For Garrett , building relationships based on trust and leading H Financial Management for over 30 years was only natural since his family ’ s values in Southwestern Pennsylvania run deep .
William and John Hoge laid out the plans for Washington , PA in 1781 . They both served in the Revolutionary War and represented Pennsylvania in one of the first Continental Congresses . Later , the Hoges generously donated the plot of ground where the Washington County Courthouse now stands . They also donated the property for the Immaculate Conception Catholic Church . The Hoge Memorial is located on Walnut Street in Washington , PA .
Why work with H Financial ?
Holistic wealth management and business succession planning services include financial , retirement , investment , tax , estate , and charitable planning . The work is typically coordinated with an established network of other professionals including attorneys , CPAs , and valuation specialists . Clients include high-net-worth individuals , privately held companies , and foundations .
H Financial partners with Merchant Wealth , a respected Wall Street firm , along with 48 other investment advisory firms across the country . This relationship provides the company and its clients with scalability , private wealth opportunities , and investment management solutions over and above what most financial firms can provide .
As investment fiduciaries , advisors at HFM place their clients ’ interests above their own . Garrett said , “ It ’ s all about building long-term relationships with our clients – if they do well , we do well .”
Many firms give lip service to charitable planning according to Garrett . HFM , on the other hand , assists clients in determining their full potential for charitable giving and how to optimize the tax benefits .
Garrett credits his well-tenured team of professionals for the firm ’ s ability to get things done for clients . Team members have over 10 , 15 and even 24 years of experience with the firm . That says a lot about the culture at HFM . They will not only be with you now , but also in the future . Give HFM a call and set up some time to talk about your financial goals and needs .
Please visit the website at hfinancialmanagement . com for more information about HFM ’ s investment philosophy . Offices are located at 400 Southpointe Blvd ., Plaza One , Suite 420 , Canonsburg , PA 15317 . Office phone is 724.745.9406 .
Securities offered through Triad Advisors , LLC , Member FINRA / SIPC • Advisory Services offered through H Financial Management .
H Financial Management is not affiliated with Triad Advisors , LLC .
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