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Client assets are custodied at Schwab Institutional, a division of Charles Schwab, and Fidelity. Schwab and Fidelity combined hold more than $12 trillion in assets, and their long histories of providing asset safety, client service, trading and technology support align both with our values and criteria for servicing client needs. SIPC, insurance protections and asset safeguards remain intact.

Yes. HMA’s Client Portal, powered by eMoney Advisor, is an online platform that provides a consolidated view of a client’s holistic finances across various financial institutions, multiple asset classes, and different account types, updated daily. With our clients’ consent, we can link accounts held outside of our management for a wholistic view of your entire financial picture. eMoney’s software solution produces detailed financial reports, allowing us to provide integrated, holistic advice.

As explained on the CFP® Board website, 'Anyone can call themselves a financial advisor. Only those who have met the CFP® Board’s high standards of certification can call themselves a CFP® Professional.'

When you work with a CFP®, you know you are working with somebody who has met the rigorous knowledge, ethical and practice standards of the CFP Board. CFP® Professionals are required to uphold a fiduciary standard and complete ongoing continuing education requirements to ensure they are putting their clients’ interests first and providing the highest possible level of service.

We are compensated based on assets under management. By utilizing a service-oriented model instead of one that focuses on sales, our incentive is your incentive – excellent service and growth of your asset base. In addition, we believe that financial planning is the cornerstone to any client arrangement. As such, we do not charge any additional fees for these services. We do not receive compensation from any investments that might be in your portfolio.

Hightower is a registered investment advisor (RIA) firm offering a model that blends objective wealth management advice with a robust technology and services platform. With 124 practices across the country, its advisors currently oversee about $350 billion in client assets, as of October 31, 2025. The company is headquartered in Chicago.

We partner with Hightower because it provides access to an array of high-quality options from a host of third-party providers. This includes research, manager due diligence, technology, institutional investment managers, financial planning software, trust, insurance and estate planning services, and independent custodians and trading platforms.