A complete list of active advisors currently associated with HYA Financial

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

HYA Financial is a fee‑only registered investment adviser that offers discretionary and non‑discretionary portfolio management, financial and tax planning, and related advisory services to U.S. individuals, trusts and other legal entities. The firm’s ADV discloses account minimums and an advisory agreement requirement and reports $0 in client assets under management as of December 31, 2019. The firm describes a top‑down investment process that emphasizes value, low‑cost securities, diversification and tax‑aware implementation (including tax‑loss harvesting and coordinated account treatment). HYA employs economic, fundamental and technical analysis, uses strategic and tactical asset allocation grounded in modern portfolio theory, and monitors portfolios for allocation drift with rebalancing triggers (around a 3% drift). Several features in the brochure are atypical for peers: HYA may conduct non‑compensated financial workshops for clients and non‑clients, and the firm’s owner holds a CPA designation and provides incidental tax/accounting input to advisory work without separate fees. The firm also emphasizes detailed, timestamped documentation of client profiles, enterprise risk‑management controls, and a preference for discretionary accounts to support trade execution and cost management.

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