About Us

When it comes to choosing your financial professional, it’s important to choose someone you can trust. At Hobart Wealth, we hold ourselves to the highest standards of integrity, keeping your best interests at the forefront of everything we do..

Our Promise

Hobart Wealth’s mission is to help individuals and families achieve a financially secure future. As an independent financial advisory firm, we are dedicated to personalized service with uncompromising integrity. Our financial plans are never cookie-cutter or one-size-fits-all; instead, we create customized financial strategies that address each client’s unique goals.

We believe that true wealth means being able to share your life with the people you love, free from financial anxiety. We focus on building comprehensive, holistic financial plans to help our clients preserve and protect their wealth, providing peace of mind both now and in retirement.

Team Smiles

Our Focus

At Hobart Wealth, our sole focus is you. We are an independent financial advisory firm, dedicated to personalized service with uncompromising integrity. We help all our clients build the retirement they want by preserving and protecting their wealth with comprehensive financial retirement planning.

Independent Advice. As an independent firm, we have a fiduciary responsibility to make recommendations based solely upon what’s best for you. We must make your financial goals our highest priority. Our goal is to help you build a long-term portfolio with a level of potential growth that gets you to retirement and beyond.

Customized Portfolios. We focus on building personalized portfolios that help you reach your goals. To accomplish this, our in-house team monitors and researches the best solutions for you, building strategies that minimize risk and maximize efficient growth to meet your needs.

Uncompromising Principles. The most important key in your relationship with a financial advisor is trust. Our entire team is held to a high standard for ethics. We require every team member to make decisions that are based on your best interests.

We believe…

  • Retirement is so much more than numbers.

    The quality of your retirement is measured by far more than just the return on your investments.

  • True wealth is about freedom, family, peace of mind, clarity and living on your terms.

    Wealth is a very individual thing. That’s why we take a personal, customized approach to building wealth strategies that last.

  • In a drive for excellence, a transparent approach to investing, and total financial solutions.

    You’ve got questions, and our mission is to provide you with accurate, honest and personalized answers.

  • In the power of human connection.

    We build relationships through a high level of service and ongoing conversations.