Managing finances is not just about managing money.

What good is earning a high rate of interest if you don’t use it for something that interests you?

Living an enriched life isn't only about making riches.

Not only can finances be confusing, the times we need to consider them are usually when our lives are the most complicated.

Providing sound advice isn’t an act of the mouth, but of the ears.

We began in 1992 with the belief that advisors should be compensated by the clients they serve, not from commissions off products they sell. It’s a simple, fee-only fiduciary model that allows us to provide expert advice and keeps us focused on what matters in life, not just financial matters. Sound good to you? Let’s get together and talk.

Fee only


More than just portfolio management

Help with life transitions

Our Process

  • Discover

    Learning about your finances is just one piece of the puzzle. Here, we believe that only through deep conversations can we truly understand your needs.

  • Create

    Your goals are unique to you and only you. We tailor financial planning and portfolio strategies to your particular hopes, dreams and circumstances.

  • Evolve

    Economies. Markets. Careers. Family. Change is constant. Whether you or we identify a new opportunity or challenge, we are proactively at the ready to assist.

  • Evaluate

    Excellence in financial planning includes understanding how you’re doing in multiple areas. We provide routine, detailed and comprehensive reporting on not just your portfolio, but your whole financial picture.

How We Get Started
CLose Process
  • Being a fee-only fiduciary enables us to be completely transparent with costs. Once a scope of work and retainer is set, they will remain as is without worry of any additional fees or commissions.

  • We begin with a consultation to review your financial history, preferences, concerns, goals and aspirations. In a second meeting, we review the details of your current financial data, as summarized in several succinct exhibits. We then pair these factual details with your personal priorities and preferences, jointly identify next-up planning priorities and opportunities specific to you, along with understanding the urgency associated with each. This Discovery Phase is the foundation for your financial planning.
    Let us know if you are interested in sampling just the Discovery Phase of our services.

  • Then, we take all the knowledge gained from the discovery phase, and at your preferred pace, work through each of the identified planning priorities.  Once each part of your financial life has been reviewed and where appropriate refreshed, we then work proactively with you over time to keep your financial life closely tailored to your personal preferences.
    Yearly retainer fees start at $10,000.


The world of finance is wide and multifaceted. Here you’ll find content collected in four categories for you to peruse.

Keep your eye on your game plan, not the circus.

Paula’s mention in this recent Forbes article helps describe the importance of continuing to save and invest regardless of swings in the markets. Keep the focus on your long-term goals.

Time, not timing, is the best way to capitalize on stock market gains

This chart by Putnam Investments shows how staying invested helps you experience the market’s best days.

“For many people, being asked to solve their own retirement savings problems is like being asked to build their own cars.”

-Richard Thaler, University of Chicago

Key Questions for the Long-Term Investor

Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the questions below.

Read the Article

Envisioning Your Goals: From chaos to clarity.

Legal documents. Prospectuses. Bank statements. Investment portfolios. Tax records. Keeping track of your financial past is hard enough, let alone knowing how to use that information to chart a course for your financial future. At Hogan Financial, we believe that the best way to envision a lifetime of living well is to create and maintain a clear and accurate financial picture. And one of the best ways we created to do this involves, well, an actual picture. At the beginning of every relationship, we sort through all the documents and information about your finances and visually chart them out for you to see. This then becomes an ever evolving, living document tracking how you are doing and freeing you to live your life to the fullest.


Ideas to inform and inspire.

Here we have gathered information drawn from the actual work we do with clients. You’ll see such topics as finance, taxes, retirement planning and investment management through the lens of what real people actually care about—their own personal hopes and dreams, navigating various life transitions and understanding the world around them. As avid readers and writers who like to share things we find engaging, we’re always updating this section. So feel free to browse around now, join the conversation yourself or come back later.