Our collaborative approach to planning sets us apart from our competitors, but our true strength lies in our team itself. The HRA team offers more than a century of cumulative planning and investment experience and knowledge. We offer objective, value-driven advice, custom products, personalized service and practical ideas. Every HRA advisor is licensed by the Financial Industry Regulatory Authority (FINRA) with additional certifications in their individual areas of expertise, including Certified Financial Planner and Accredited Investment Fiduciary designations.
We are committed to offering objective advice, while providing full disclosure concerning commissions and fees receive from plan sponsors and providers.