Updated November 20, 2023
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Hawke Financial Group

Investment Advisor Firm
Total assets under management$184M
Years in business5+

About Hawke Financial Group

Hawke Financial Group is a financial advisory company specializing in comprehensive strategies to protect and grow clients' assets while reducing taxes. With a focus on individual needs, the company offers personalized financial planning services and wealth management strategies.

The team at Hawke Financial Group consists of experienced financial specialists who are well-versed in various aspects of finance, including personal money management, real estate tax strategies, and investment assistance. They utilize proven approaches to help clients maximize their savings and prepare for their future.

Using leading-edge technology and unbiased research, the Hawke Financial Group identifies investment opportunities and develops tailored investment strategies to help clients achieve their financial goals. The company has access to a wide range of investment products and services, such as mutual funds, managed accounts, stocks, options, real estate securities, insurance, energy investments, and fixed-income instruments. This allows them the freedom to structure portfolios that are most suitable for each individual client.

One of the key strengths of the Hawke Financial Group is its commitment to personalized service. The company takes the time to understand each client's unique circumstances and goals so that they can provide appropriate guidance and recommendations throughout the entire process. This personalized approach ensures that clients receive customized support that adapts to changes in their lives and the financial landscape.

What sets Hawke Financial Group apart is its tailored approach to business. The company believes in understanding its clients individually and providing solutions that match their risk profiles and time goals. Additionally, Hawke Financial Group prides itself on its unwavering commitment to integrity in all aspects of its operations.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Wealth Management
  3. Money Management
  4. Tax Strategies

More about Hawke Financial Group

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
3017333

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Hawke Financial Group.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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