Trust & Confidence
We provide discretionary asset management, financial planning, and investment advice tailored to your investment goals and objectives. Our clients have enjoyed peace of mind and financial security backed by trust and confidence since 1989.
Phone: (614) 760-9100
Email:
info@heximer.net
Client Portal
Below find links to access information about your managed program through our technology vendors ...
Featured Resources
This Personal Document Locator is simply a detailed list of where you store your important record...
Video Links
Client Portal Overview Client Portal Password Reset Client Portal Tax R...
A higher standard
The Chartered Financial Analyst (CFA) & Certified Financial Planner (CFP) designations hold us to a higher ethical standard.
Fee-only compensation
Our fees are always transparent and aligned with your interests.
Data-driven decisions
We put the time and research into developing the best investment strategies, built on data.
