A complete list of active advisors currently associated with Haire Wealth Management, Inc.
Warmer can help you find a great advisor at Haire Wealth Management, Inc. or one who fits your needs even better.
Haire Wealth Management provides investment management, financial planning, consulting, and retirement-plan advisory services to individuals, businesses, trusts, and qualified retirement plans. Its services include individualized portfolio management for private clients, financial planning offered on both flat-fee and hourly bases, and consulting for plan sponsors. The firm typically begins relationships with a comprehensive financial plan that informs either discretionary or non‑discretionary portfolio management and is updated annually with ongoing portfolio reviews. Its investment process blends strategic and tactical asset allocation with an unconstrained sleeve, may use model portfolios and third‑party portfolio strategists, and can employ hedging tools such as options and warrants as part of risk management. Compared with peers in this category, Haire is notable for offering pension consulting and acting as an ERISA fiduciary for retirement-plan advice and for formally facilitating the selection of other advisers through access to LPL‑sponsored programs and external portfolio strategists. The firm’s initial SEC filing reports no regulatory assets under management, it does not serve as a private‑fund adviser, and its personnel are dually registered with a broker‑dealer that the firm recommends for custody and execution.
To learn more about the advisors currently working at Haire Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tupelo, MS
| 26
|
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