A Financial Advisor and Personal CFO for Individuals, Families, and Businesses
Build the life you’ve always dreamed of with solid wealth management strategies from a trusted financial services partner.
Families and Individuals
Creating generational wealth is the goal — but are you confident you have the financial strategies in place to execute?
Businesses
Do you have a trusted external advisor sounding board to address specific and unique business needs with strategic and experienced insight?
Strategic Oversight
You need an experienced and connected leader on your Board of Directors — someone who is comfortable providing oversight and direction to support your business strategies.
Organization speaking and educational services available.
Hivest Financial: Your Personal Family Office
From creating generational wealth to driving new business strategies, a trusted financial partner is crucial to both personal and business success.
Trusted Financial Insight from Hivest Financial
Hivest Financial is a financial advisor and personal CFO for individuals, families, and businesses transitioning into high or ultra-high net worth. We have a different model than most financial advisors. We are your liaison/quarterback and manage the financial process on your behalf. We know you need more financial services than just investment management. While investment management is a service of Hivest Financial, we also engage with your existing or refer other investment managers, insurance brokers, estate planning attorneys, property managers, and tax experts. Every client is unique. Examples of other activities performed directly by Hivest Financial include personal budgeting, real estate tax strategy/accounting, business financial projections/modeling, family partnership financial strategy/accounting, financial execution of estate planning, retirement planning, property accounting, payroll, and creative risk/insurance solutions. We partner with you in financial education of your family and/or employees. In addition, we provide Board of Directors/Advisory Board setup and membership services.
Hivest Financial is your trusted financial partner. Moving along the wealth stratum requires commitment, strategy, and emotional support. Managing your complex family relationships is a key to prosperity and happiness. We assist spouses with differing money values, financial management/education of your children, aging parents, siblings in a family partnership or business, individuals going through a life change (divorce, retirement, sale of business) or longtime friends in a business venture.
Hivest Financial is registered investment advisor. www.brokercheck.finra.org
Who Needs Hivest Financial?
If you are increasing your economic status, transitioning into high net worth, or building generational wealth, we specialize in advising you. We will partner with you in a customized way that fits your needs. We work with your existing providers (including investment managers) or recommend partners that we have already vetted. Hivest Financial acts as your representative and your financial quarterback for all of your financial needs.