About You
Our clients share our belief that long term planning and patience are the two most crucial ingredients for financial success. They themselves are successful, highly effective individuals who have accomplished much through hard work and discipline and they expect the same commitment and excellence from their trusted advisors. They value fee-based advice that is free of conflicts of interest, and have little interest in managing their day to day financial affairs. When investing, they recognize that success comes from a portfolio’s “time in the market” and not by attempting to “time the market,” and rely on a long term investment policy instead of emotion to guide decision making.
Our clients usually fall into the following categories:
- Affluent Individuals and their families who have accumulated significant wealth and are seeking to efficiently protect and manage it for their own retirement and future generations;
- Charitable Trusts and Family Foundations who are engaged in philanthropic pursuits and require investment management and other grant making and compliance services;
- Small business owners who want to protect and grow their companies, maximize their net return in retirement, and ensure a reliable business succession that minimizes transfer taxes.
Why Clients Choose Us:
Clients choose Hines Warner because of the values that guide our business:
INDEPENDENCE - As a fee-only, independent advisor, we are accountable only to our clients; our advice is not tainted by hidden commissions or other back-room incentives.
TRUST - We put our clients interests first and strive to earn the trust they place in us with every action we take.
COMMITMENT - We help clients set and track long term goals and are unrelenting in our passion for results.
INTEGRITY - We foster open, frequent communication with clients, and have the courage to tell them what they need to hear, especially when it's hard.
EXCELLENCE - We pay attention to the details, and continuously work to improve ourselves and our services.
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