Choosing Your Team

Who should I count on to help me manage my money?

We have been asked that question time and time again. We have asked ourselves that question. After extensive research and interviews with industry professionals, we concluded that the solution was to do it ourselves. Who your team members are matters.

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Who We Are

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

In forming HMV Wealth Advisors, it was paramount to choose an investment strategy that would be right for our clients.  As a Buckingham Strategic Partners Alliance Member, HMV Wealth Advisors has affiliated with a nationally recognized firm with access to high quality, institutional mutual funds and the latest research and reliable operational support. The academic world has provided investors with a road map to a prudent investment strategy grounded in evidence-based investing. Working with BSP, HMV Wealth Advisors practices an evidence-based approach to investing. Because of our strong beliefs in the tenets of an evidence-based approach to investing, the retirement plan assets of HMV are invested using this same methodology.

Consistent with the HMV policy, services from HMV Wealth Advisors are fee-only and completely transparent.  By accepting no commissions, HMV Wealth Advisors’ purpose is to 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.

We believe our approach fosters a relationship grounded in fiduciary obligation, while effectively incorporating academic evidence on how markets can be used to pursue your financial independence. Just as asset allocation should be among the first steps toward building a long-term portfolio to meet your unique goals, selecting an advisor who practices an evidence-based approach can be among the first steps toward building a long-term trusted advisor relationship.

Discover what it means to have an advisor who really gets to know you and brings financial clarity to your life.