Huffman Wealth Management

Huffman Wealth Management, LLC provides financial planning, consulting and discretionary investment management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations. The firm also offers tax preparation services for personal returns to existing clients and advises on held‑away assets such as 401(k) accounts, annuities and 529 plans.

The firm manages assets using proprietary, model‑based strategies that allocate among mutual funds, ETFs, individual equities, fixed income and alternative exposures, and it may select independent managers for portions of client portfolios. HWM emphasizes risk management, tailors allocations to client risk profiles, monitors accounts on an ongoing basis and applies secondary screening options intended to avoid companies involved in activities such as abortion, pornography and embryonic stem cell research.

Noteworthy distinctions include the recent addition of client‑only tax preparation services and the fact that certain supervised persons are licensed insurance agents who may receive commissions on insurance product sales; the brochure discloses these arrangements and describes policies intended to address the resulting conflicts of interest (for example, not charging both a commission and an advisory fee on the same assets). These combinations of tax preparation and insurance‑sales activity alongside discretionary portfolio management are less common among peers and may influence implementation choices and disclosure considerations for prospective clients.