A complete list of active advisors currently associated with Hawke Financial Group

Warmer can help you find a great advisor at Hawke Financial Group or one who fits your needs even better.

Hawke Financial Group provides portfolio management, retirement-plan (including 401(k)) consulting, and financial planning services to individuals, high‑net‑worth clients, and business entities. The firm also facilitates implementation through recommendations of unaffiliated independent managers and other professionals when appropriate. HFG tailors portfolios to client objectives and monitors accounts on an ongoing basis, employing a mix of fundamental, technical and cyclical analysis and using instruments such as mutual funds, ETFs, options, and alternative or leveraged products where suitable. The firm may maintain defensive cash positions and periodically reallocate assets based on performance, manager tenure, style drift, or changes in client circumstances. Compared with peers, HFG serves an unusually large number of clients per advisor, a structural feature that can affect how advisory time and resources are allocated across the client base. The firm’s principal also serves as a registered representative of a broker‑dealer and the brochure discloses a 2019 state consent order related to private securities transactions, information prospective clients may consider when evaluating potential conflicts and compliance history.

To learn more about the advisors currently working at Hawke Financial Group, 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.