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HFI Wealth Management, Inc.

Investment Management Firms

Description

HFI Wealth Management, Inc. provides financial planning and investment management services to clients in the Mid-Atlantic states. Its services include wealth and financial planning for retirement, estate, and education plans; investment analysis and management; fiduciary consulting and management services for retirement plan sponsors; and charitable giving planning services. The company also offers services, such as tax planning, risk and insurance management, cash flow analysis and management, major purchase consulting, and real-time financial statements. It serves medical and dental professionals, high net-worth families and individuals, high-earner households, closely-held businesses/practices, corporate retirement plans, institutions and foundations, and farmers. HFI Wealth Management, Inc. was formerly known as Hoxton Financial Inc. and changed its name to HFI Wealth Management, Inc. in May 2012. The company was founded in 1992 and is based in Shepherdstown, West Virginia.

Corporate Address

Post Office Box E 8530 Shepherdstown Pike Shepherdstown, WV25443 United States of America

United States of America

304-876-2619

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