H Financial Management

EST. AUM
$621,882,966

CONTACTS
4

CLIENT ACCOUNTS
1,678

Firm Details

Metro area Pittsburgh
CRD Number 148209
Website hfinancialmanagement.com
Client types

Overview

In the wealth management business, communication is of paramount importance. Many clients who were formerly with other advisory firms have reported experiences of unreturned phone calls, missed personal deadlines, and a general lack of attention after signing account forms. The firm believes its clients appreciate regular phone calls, face-to-face meetings, and a proactive stance with all their financial needs. In fact, their advisers spend a significant portion of their working days in face-to-face meetings or on the phone with clients. This commitment to communication is the main reason they attribute to their high client retention rate. Reaching out to all clients is important, which is why the firm is selective when bringing a client into the practice. This selective approach allows the firm to limit its high net worth clientele to a manageable number so that the advisers can maximize their efforts on behalf of clients. Furthermore, with every aspect of the business firmly in control of back office staff, this r

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

H Financial Management

Platform Details

Investment Preferences

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