Efficiency

Transparency

Simplicity

An investment strategy right for Our Clients.

Addressing Your Concerns

HMV Wealth Advisors’ purpose is to address your most significant concerns which may include:

Making smart decisions with your money
Minimizing income and estate taxes
Transferring assets to and preparing the next generation
Concerns of third parties unjustifiably taking your assets
Interest in making significant charitable gifts

No matter what your concerns are, we will assist you in reaching your goals and objectives by offering you independent and objective advice, under a fiduciary standard, guided by our unique understanding of your financial situation and tax planning needs.

HMV Wealth Advisors’ general approach to investing focuses on the things that can be controlled: expenses and taxes, rather than the things that can’t be controlled: the market. With efforts in keeping investment fees and taxes as low as possible, we aim to bring risk-adjusted, market returns to our clients in the most tax-efficient and low-cost manner possible.

About Us

As a wholly owned affiliate of Heard, McElroy & Vestal, LLC, one of the region’s largest accounting and business consulting firms with offices located in Shreveport and Monroe, Louisiana and Longview, Texas, HMV Wealth Advisors, LLC, is dedicated to helping businesses and individuals reach their full wealth potential. We share our parent firm’s mission of working together to create solutions and provide opportunities for our clients, our people, and our communities.

A Second Opinion

As part of this mission, HMV Wealth Advisors would like to provide a complimentary second opinion on your financial well-being. The second opinion will provide you with:

A detailed analysis of your portfolio
Independent and objective advice on your investments and your long-term financial plan
An opportunity to ask questions and receive unbiased answers about your investments and your future

This second opinion will give you peace of mind knowing that you have explored your options. You will feel confident knowing the advice you receive comes from an experienced wealth advisor who values evidence over emotion and independent advice over commissions.

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