Conflict-Free Financial Advice
First, foremost: I am free of conflict. HWM does not rep commissioned financial products. We have zero entanglements with banks, brokerage houses, or insurance companies that compete with your interests. Our work is entirely transparent: no hidden fees or surprises.
And we put your needs even above our own.
This is rare among financial advisors:
- It means I took an oath to be your fiduciary.
- It means I have an ethical and legal obligation to prioritize your success.
- It means I can objectively evaluate not just your brokerage accounts—but every financial matter you encounter.
I treat my oath seriously—my clients know it, and they benefit from it. This is how I’ve always done business, and it will never change. My firm also earned the NAPFA Seal, a 3rd Party objective approval of our fiduciary status.