01 Aug 2022 Haynie & Company Welcomes Wealth Management
Haynie & Company welcomes Haynie Wealth Management. Haynie Wealth Management is a full-service Registered Investment Advisor providing individuals and families with financial planning solutions. Our mission is to empower families to live their best lives through strategic and tax-efficient financial planning.
“We’re here to help our clients solve financial problems and meet goals. We can now provide the complete package with both tax planning and financial planning.” – Kent Christensen, CPA, Haynie & Company, Partner
As a trusted CPA firm, Haynie & Company is always looking for ways to expand client services. A few years ago, we recognized that many clients didn’t have effective financial plans or investment strategies to reach their goals. Our clients faced three common issues. 1. They were unable to find a trusted financial advisor. 2. Their advisor provided generalized advice but did not help them implement a plan that fit their unique situation or goals. 3. Tax planning wasn’t carefully considered as part of their financial plan.
Our Financial Advisors solve these three common problems. We offer a collaborative process to meet your life goals. Plus, we integrate financial planning with tax planning to create a personalized roadmap.
A Unique Approach
An effective financial plan is tax efficient and successfully manages risk through strategic portfolio diversification. Haynie Wealth is a fee-only Registered Investment Advisor (RIA). Our advisors follow the fiduciary duties of loyalty, care, and putting our clients’ needs first. We provide effective solutions to meet personalized financial goals, rather than selling from a list of commission-based products.
“My goal for every client is peace of mind. You will know where your money is, what it is doing, and where it will go if something happens to you.” – Celina Ochoa, Financial Advisor, Haynie Wealth Management
Hamilton Wealth Joins Haynie Wealth
As Haynie & Company grew, we joined forces with several firms that offer financial planning services. These partnerships gave us the foundation to launch Haynie Wealth Management. In Austin, Texas, Hamilton Wealth Management is now part of Haynie Wealth.
“This is a positive change as our company grows. Our CPA firm joined Haynie & Company in 2019 and this is another exciting part of joining the Haynie family. Our team is still here and excited to serve our clients as Haynie Wealth Management.” – William D. Hamilton, CPA, PFS, Partner
Get to Know Us
We’re excited for you to get to know Haynie Wealth Management. If you want to get started or ask questions, contact Advisors@HaynieWealth.com. Connect with your Haynie CPA today and let them know you are interested in our Wealth Management services.
Advisory services are offered by Haynie Wealth Management. Haynie & Company is not a registered investment advisor and does not provide investment advice.
DO YOU HAVE QUESTIONS OR WANT TO TALK?
Fill out the form below and we’ll contact you to discuss your specific situation.