Where Clarity Meets
Commitment
At Hobart Wealth, we make financial clarity both accessible and personal. Founded by Chris Hobart, our firm was built on the belief that financial advice should be straightforward, transparent, and tailored to real people—not just portfolios. As fiduciaries, we aren’t tied to products or platforms—we’re focused solely on what’s best for you. We take ownership of our advice, standing beside you with integrity, accountability, and a plan that puts your priorities first.
Our Mission & Values
We believe clarity is powerful. That financial advice should feel less like a transaction—and more like a relationship built on trust.
What makes Hobart Wealth special is not just what we do, but how we do it:
- We lead with education. Empowering clients to make informed decisions is foundational to our approach.
- We reject one-size-fits-all planning. Every client’s plan is shaped by their life, values, and goals—not by a template.
- We embrace innovation. Whether it’s technology, communication, or investment strategies, we continually evolve to serve our clients better.
- We make complexity simple. From tax planning to portfolio construction, we explain your options in terms you can understand.
- We measure success by confidence. Our goal isn’t just performance—it’s how confident you feel in the plan guiding you forward.
Meet Our Team
Our team is united by a shared purpose: helping you make better decisions about your money and your future. Each member brings a unique set of skills and credentials, but all share the same commitment to client-first service. Click to view biography.
Our Process
We call it the Golden Paperclip Process™, and it’s our unique and meticulous approach to financial planning and wealth management. Just as a golden paperclip holds important documents together, our process ensures that all aspects of your financial life are seamlessly integrated and securely managed. We believe even the smallest details can have a significant impact on your long-term success.
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We begin with a detailed scan of your full financial picture. From investments and income to taxes, insurance, and estate plans, we uncover inefficiencies and risks while identifying hidden opportunities. This step ensures we’re working from a position of complete clarity.
Once we’ve diagnosed your situation, we design a customized roadmap tailored to your goals, timeline, and risk profile. We incorporate proven strategies for growth, income, protection, and tax-efficiency—mapped out clearly so you know what to expect at every stage.
A plan means nothing without action. Our team coordinates every detail of execution—adjusting portfolios, establishing legal structures, filing paperwork, and collaborating with your other advisors to put your plan into motion seamlessly.
We provide visibility into your plan’s progress with simple reporting, timely updates, and open communication. You’ll never have to guess where things stand or wait for a quarterly review to get answers.
We meet with you regularly to review your plan, celebrate milestones, and adjust as life evolves. Whether you’re changing careers, receiving an inheritance, or just thinking ahead—we keep your strategy in sync with your future.
Community Outreach
We believe financial clarity should have a ripple effect—not just within families, but throughout communities. That’s why we’re committed to supporting causes that align with our values, including financial literacy programs, youth mentorship, and nonprofit partnerships. We participate in local events, support charitable initiatives, and encourage our team to give back through time, talent, and resources.
Want to learn how we’re making an impact—or get involved?
Why Hobart Wealth
Choosing a financial advisor is one of the most important decisions you’ll make. Here’s why clients choose—and stay with—Hobart Wealth:
- Independent and client-first. We answer only to you—not a parent company or product platform.
- Credentialed experts. Our team includes CFP® professionals, CFA® Charterholder, and seasoned planners.
- Proactive planning. We don’t wait for things to go wrong—we plan to get them right from the start.
- Transparency. No hidden fees, no fine print—just clear communication and honest advice.
- Real relationships. We’re here when the market’s up, down, or sideways—because trust isn’t seasonal.