About Us

About 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. 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. Finra