Hampton Park Financial Planners

Hampton Park Financial Planners works with individuals (including high-net-worth clients), as well as businesses and employer-sponsored retirement plans, providing comprehensive financial planning, investment management, retirement plan management, estate-planning facilitation, and workplace financial wellness services. The fee-only firm manages roughly $19.7 million for about 53 clients and operates with a small advisory team of two professionals.

The firm constructs tailored portfolios using a mix of passive and active strategies grounded in modern portfolio theory, combining strategic long-term asset allocation with tactical tilts and offering a dedicated Socially Responsible Investing option that relies primarily on passive ESG funds. HPFP provides both project-based and ongoing planning engagements, acts as a discretionary manager for investment accounts, and emphasizes diversification, tax-aware fund selection, and client-imposed investment restrictions when requested.

HPFP’s brochure discloses several uncommon affiliations: the firm’s principal is contracted as a fee-only planner for another registered adviser (Origin Investment Advisory LLC dba Origin Financial) and is a partial owner of Hampton Park Tax, LLC, a separate tax-preparation and planning business that cross-refers clients—relationships the firm identifies as potential conflicts and describes steps to mitigate. The firm also facilitates estate-document preparation through a third-party technology provider and offers per-employee workplace financial wellness services, a broader set of engagement formats and service integrations than is typical for similarly sized advisory practices.