Your Financial Future is Here
Hodos Wealth Group, LLC
Personalized financial plans and investment strategies tailored to your financial goals.
Your Trusted Financial Partner
- Financial Management You Can Trust
- Your Fiduciary First…and Always
- Hands-on, Personal Management
Experience You Can Depend On
- 20+ years Investment Experience
- Chartered Financial Analyst
- Member of CFA Institute
Our goal is to put your money to work safeguarding your financial future.
Hodos Wealth Group, LLC (HWG) is an investment adviser registered with the Texas State Securities Board. Registration as an investment adviser does not imply a certain level of skill or training, nor does it constitute an endorsement or approval by any regulator. HWG may transact business only in states where it is registered or exempted from registration. Investing involves risk, including the loss of principal; past performance is not indicative of future results. Charles Schwab & Co., Inc. (“Schwab”) serves as custodian for Hodos Wealth Group, LLC (HWG) accounts. Schwab is independent of and not affiliated with HWG and has not endorsed or sponsored HWG or its services. HWG’s current disclosure brochure (Form ADV Part 2A) is available at advisorinfo.sec.gov or upon request. HWG’s CRD # is 311705.