Finding a top wealth management firm to trust with your money and financial future is just as important as finding a good doctor. You want someone you can trust, who has your best interests at heart, and takes the time to get to know you. Let’s get started! Please click on the link to our calendar or send an email to our office support@hitrade.org, and our team will set up your initial complimentary consultation. In this meeting, we will review your full financial picture, and evaluate if we are the best financial advisor for you.

As independent, fee-only, fiduciary advisors, we have access to thousands of investment solutions and can objectively choose the best investments to help you reach your goals. We partner with the top research firms to thoroughly vet every investment that we recommend for your portfolio. Hi-trade Financial also uses a disciplined process to add and remove investments from your portfolio, along with rebalancing the mix of stocks and bonds that is right for you. We structure portfolios for the long term, so that you can live your best life – now and in the future. The financial markets have been as unpredictable as ever, so you need a seasoned professional by your side who can build you a resilient portfolio that can adjust for the changing tides and protect your money. Hi-trade Financial is here for you!

The firm maintains a boutique feel with a personalized approach that differentiates us from many other financial advisory firms. We have a low client-to-advisor ratio, which allows us to be uniquely attentive to our clients, and give them financial peace of mind even in the midst of turbulent changes in their lives. Our award-winning, team was founded and is led by powerful, motivated, and experienced women. We are somewhat of a unicorn in the industry, as only 9% of financial advisory firms have a female owner. Each of us have a deeply personal reason why we were drawn to do this work. Our passion and dedication are some of the many reasons why our clients love working with us. We have effective, long-lasting relationships with our clients and a client retention rate of 98%, which is far above the industry average.

Whether you’re going through the loss of a loved one, a divorce, planning for retirement, or a career change, Hi-trade Financial understands the challenge of life-altering events for women. We offer an oasis of solid financial guidance for many clients in the midst of stressful life transitions. Our highly-skilled and caring team of financial professionals pledge to be there for you with sound financial advice throughout both the ups and the downs:

Loss of Loved One—With a mission to relieve stress, encourage healing and build a secure financial future, we assist clients with estate planning, tax planning, investments, and more after losing a loved one.

Divorce— As a top-rated divorce financial advisory firm, we help clients with valuable information on financial issues related to divorce, including taxes, retirement plans, health insurance coverage, and more.

Inheritance—Hi-trade Financial helps clients make the most impact with inherited assets through thoughtful, expert guidance to help ease that overwhelming feeling that can accompany the arrival of a large sum of money.

Retirement—As one of the top financial advisory firms in the United States, Hi-trade Financial works to ensure our clients can retire confidently and on their own terms through expert wealth management.

Career Change—Although changing careers can be rewarding, it also involves important financial decisions, and Hi-trade Financial helps ease the transition by providing expert financial advice.

Your financial plan is a living, breathing document. For most of our clients, we update their financial plan each year.