• DATA-DRIVEN DECISIONS +

    TRUSTED CLIENT RELATIONSHIPS =

    YOUR FINANCIAL SUCCESS

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.

TRUST & AUTHORITY

Founded in 1989, we’ve been cultivating trusted client relationships for 30 years.

DATA-DRIVEN DECISIONS

We put the time and research into developing the best investment strategies, built on data.

Investors' Top Financial Concerns

RESPONDED COST OF HEALTHCARE

RESPONDED
TAXES

RESPONDED PROTECTING ASSETS

RESPONDED SAVING FOR RETIREMENT

Source: Advisory Authority 2019

Do these concerns sound familiar? Understanding your reality, helping you feel prepared, and providing peace of mind is our top priority for our client relationships.

OUR
SERVICES

Planning/Retiree Transition

DISTRIBUTION PHASE

We’ll help coach you through the details of retirement, like not outliving your money, when to file for social security, and how to manage healthcare costs, so you can transition into your golden years with confidence.

Professionals/Savings Programs

ACCUMULATION PHASE

We’ll work with you to develop a customized plan on how to best plan for retirement based on your lifestyle now and your hopes for the future. From there, we’ll take care of everything – coordinating the investment and monitoring of your accounts and contributions – with complete visibility and transparency.

OUR
PROGRAMS

Take a look and see what program fits your investment needs. Or, we can help you determine which program best suits your investment objectives, and lifestyle. You may find that a combination of our programs may work best for you.

Full Service Program

Designed with the seasoned investor in mind, this program includes customized financial planning and strategic asset allocation in funds and/or individual securities, all while keeping tax efficiency in mind.

Fund Only

This program eliminates all the extras, utilizing mutual funds to keep your nest egg or 401K protected and working for you.

Support

Designed with the young professional in mind, this program will help get you started on your journey. It includes an annual review of your 401K and occasional check-ins to make sure you’re staying on track. Hourly or fixed fee engagements for Financial Planning or Investment Services.

Financial Planning

Looking for some help with your financial planning? Get a customized financial plan added to a Fund Only or Support program, or by itself with a one-on-one consultation.

OUR
PHILOSOPHY

Investing is a marathon, not a sprint.

Managing the downside. Peace of mind is priority number one for client portfolios.

Not trying to outguess the market. Nobody knows what is going to happen tomorrow.

Persistent, pervasive, robust, cost-effective and sensible characteristics.

Celebrating 30 Years | Heximer Investment Management

We’ve reached a milestone year!

We’d like to thank our clients for the past 30 years as we eagerly look ahead to the next 30!

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