We're on your side
When you consider how much you would like to accomplish, it's clear to see the importance of working with financial professionals you can trust. You can rest assured, knowing that a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional who has successfully demonstrated the industry experience, knowledge, and ethical requirements necessary to obtain this prestigious certification is working for you.
You'll appreciate our difference right away. Whether your financial planning needs are simple or more complex, you'll benefit from ongoing support that's provided by a team of investment, insurance, and administrative specialists.
Unlike other companies that offer only their own proprietary products, Hoey Wealth Management is an independent financial planning firm that provides objective recommendations. As a result, we can select from thousands of financial products when developing suitable investment and insurance solutions for you.
The benefits of independence
Our commitment to always putting your interests first is evident in every aspect of our business. We've chosen to partner with Commonwealth Financial Network®, an independent broker/dealer–RIA with a 40-year history of focusing on the needs of its affiliated advisors and the clients they serve. This partnership means that we remain free to make recommendations based on what's right for you, without pressure to promote a particular product or strategy, which is not the case with some other types of financial advisors.