Hobart Wealth
Wealth is more than numbers—it’s the foundation for your future. For over 20 years, we have helped individuals and families navigate life’s most important financial decisions with clarity, integrity, and a focus on what matters most to them. As fiduciaries, your goals, security, and peace of mind are always our highest priority.
You’ve worked hard to create your financial legacy. Our role is to help you preserve, grow, and make the most of it, so you can move forward with confidence knowing you’re in trusted hands. Let’s talk about your future and start building the right path together.
Our Core Solutions
At Hobart Wealth, we provide comprehensive strategies designed to protect, grow, and manage your wealth at every stage of life. Each service is tailored to your goals, giving you clarity and confidence in your financial decisions.
Retirement Planning
Build a clear plan that ensures your lifestyle, income, and peace of mind in retirement.
Investment Management
Tailored investment strategies to help you grow your portfolio while managing risk.
Tax Strategies
Proactive planning to reduce tax burdens and maximize your after-tax income.
Estate Planning
Create a lasting impact with an state plan that reflects your values and vision.
The Wealthologist
The Wealthologist is where education meets engagement. Through podcasts, articles, videos, and live conversations,
we break down complex financial topics into approachable, relatable stories. Whether it’s debunking a common money myth, sharing a real-world case study, or offering timely insights on market trends, The Wealthologist is here to
make finance something you understand and feel
confident acting on.
Trust & Credentials
Trust is built on more than words—it’s demonstrated through the standards we uphold and the expertise we bring to every relationship. Our Senior Wealth Advisors and Lead Wealth Advisors hold designations such as CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst, and we are honored to have been recognized in respected media outlets. This is a reflection of the trust and results our clients experience every day.
