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H&M Financial Advisors

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Client assets under management

$0

Clients

0

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

0

Very Low

Average account size

—

About

H&M Financial Advisors provides advisory and consulting services to institutional and pooled accounts through a co-advisory relationship, offering retirement-plan consulting, trust wealth management programs, asset tracking and the selection of independent investment managers. The firm does not directly implement investment management; assets for its co-clients are actively managed by its co-advisor Pinnacle, which reported $92 million under management for those co-clients as of 12/31/2025.

The firm’s work emphasizes financial planning, ERISA-focused retirement plan consulting (including non‑discretionary fiduciary 3(21) services and the option to provide full 3(38) investment manager services if contracted), preparation of investment policy statements, and ongoing monitoring of plan investment options. H&M also supports trustee-related services via a trust representative arrangement and provides asset-tracking and performance reporting for assets it does not manage.

H&M is affiliated with a local accounting firm—several principals are practicing CPAs and minority ESOP owners of Holbrook & Manter—which brings accounting and tax expertise into its advisory and referral activities. The combination of that accounting affiliation, a focus on pension consulting and a formal process for selecting and monitoring independent advisers (along with a structured referral relationship with its co-advisor) is atypical among investment-manager peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Equity compensation tax strategy Charitable giving & philanthropy Business succession planning Tax-loss harvesting

Occupation focus

Founder/Business Owner Executive

Demographic focus

Approaching retirement Mid-Career Professionals Established Professionals

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Fee options

Percentage

$250,000 - $1,000,000: Not specifically stated, but implied for Compass and Ascent programs to clients with assets between $250,000 and $1,000,000 $1,000,000 - $1,800,000: Not specifically stated, Core and Enhanced programs for assets over $1,000,000 and $1,800,000 respectively $1,800,000+: Not specifically stated, Enhanced and Family Office programs for assets over $1,800,000

Other

Account minimum: $250,000 Fee-only: Financial planning fees (portion retained by Co-Advisor) as a component of wealth management services; specific dollar amounts not stated.

Main office location

H&M Financial Advisors

181 East Center St

Marion OH 43302, United States

Number of offices

3

Most active in

More info

Ohio

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 740-387-8620

Advisors at this firm

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user avatar

Bradley R

Series 65

Marion, OH

H&M Financial Advisors

Bradley Ridge is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. In addition to his advisory role, he is a partner at Holbrook & Manter, a CPA firm, where he works approximately 160 hours per month. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and other institutional clients, focusing on financial planning, trust administration support, and independent manager selection. The firm operates primarily as a co-advisor and referral partner, collaborating with an SEC-registered manager for active portfolio management.

Equity compensation tax strategy Charitable giving & philanthropy Business succession planning Tax-loss harvesting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals Established Professionals
user avatar

Robert B

Series 65

Marion, OH

H&M Financial Advisors

Robert Buckley is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. In addition to his advisory role, he is a partner at Holbrook & Manter, a CPA firm, where he is actively involved. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and institutional clients, focusing on financial planning, trust administration, and independent manager selection. The firm partners with an SEC-registered manager for portfolio management while offering planning, client coordination, and pension consulting services.

Equity compensation tax strategy Charitable giving & philanthropy Business succession planning Tax-loss harvesting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals Established Professionals
user avatar

Earl M

Series 65

Marion, OH

H&M Financial Advisors

Earl Manter is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. Manter is also a partner at Holbrook & Manter LLP, a CPA firm, where he works 160 hours per month. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and other institutional clients. The firm partners with an SEC-registered manager for active portfolio management while offering planning, client coordination, trust administration support, and pension consulting services.

Equity compensation tax strategy Charitable giving & philanthropy Business succession planning Tax-loss harvesting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals Established Professionals
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