We are currently accepting new clients, and we build our relationships upon a commitment to listening to and understanding our clients' financial needs and personal concerns. This listening phase is critical to the potential success of any financial process.
After we agree on the client's goals, we create an individualized financial strategy using our comprehensive Values-Based Financial process. Our fiduciary approach is designed with the goal in mind, to help each client pursue their goals with as little risk as possible and to help provide them with increased confidence. At Ross & Mary Hunt, Inc., our advisors create specialized financial strategies and aim to provide an extraordinary amount of personal service no matter what your profile as an investor may be.
* We do not accept shared accounts. We take responsibility for the management of your retirement portfolio. We do not accept shared accounts for the same reason you would not have two family doctors — conflicting advice can produce disastrous results. Fee-based advisory services and securities offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. No strategy ensures a profit or protects against loss.