Business Details
Your Trusted Financial Advisers for Comprehensive Planning
Ross & Mary Hunt has been dedicated to providing values-driven financial advisory services for over four decades. Our team of certified professionals prioritizes fiduciary responsibility, offering personalized strategies in retirement planning, investment management, and estate planning. We combine deep industry expertise with a client-first approach, ensuring every financial decision aligns with our clients' unique goals and ethical values. Our commitment to transparency, continuous education, and adaptive planning has earned us trust as a leader in comprehensive financial solutions. 
Services
Retirement Planning
Investment Management
Risk Management
Estate Planning
Financial Planning
Highlights and features
- We act as fiduciaries, legally obligated to prioritize client interests.
- Our team includes a CERTIFIED FINANCIAL PLANNER with 40+ years of experience.
- We offer holistic, values-aligned financial strategies tailored to life goals.
- We specialize in complex retirement and estate planning scenarios.
- Our process combines adaptive investment management with tax-efficient strategies.
Associations and certifications
- CFP Board
- LPL Financial
What people say
Trusted fiduciary services
Personalized retirement planning
Expert financial guidance
Services
Retirement Planning
Our retirement planning service helps clients create sustainable income streams while minimizing tax liabilities. We analyze your assets, risk tolerance, and lifestyle goals to develop customized strategies that ensure financial security during your golden years. Our approach includes Social Security optimization, pension management, and estate integration for comprehensive long-term planning.
Investment Management
We offer tailored investment management focused on asset allocation and risk-adjusted returns. Our process includes continuous market analysis, tax-efficient portfolio rebalancing, and performance tracking against personalized benchmarks. We prioritize diversified strategies aligned with your financial goals and ethical values while maintaining transparency in all investment decisions.
Estate Planning
Our estate planning service coordinates legal and financial strategies to preserve wealth for future generations. We help clients navigate probate avoidance, charitable giving, and tax-efficient asset distribution while collaborating with legal professionals to ensure documents reflect current wishes and comply with evolving regulations.
Risk Management
We identify and mitigate financial risks through customized insurance analysis and portfolio diversification. Our approach evaluates potential threats to your financial plan, including market volatility, healthcare costs, and unexpected life events, creating safeguards that protect long-term objectives while maintaining growth opportunities.
Financial Planning
Our comprehensive financial planning integrates investment, retirement, and estate strategies into cohesive roadmaps. We address tax implications, cash flow management, and legacy goals while providing ongoing education to empower informed decisions that align with your values and life priorities.
People
Ross Hunt
Certified Financial Planner
With over 40 years of experience, Ross Hunt is a CFP professional committed to fiduciary financial planning. He specializes in retirement strategies and estate optimization while maintaining strict ethical standards through LPL Financial partnerships.
Mary Hunt
Service Manager
Mary Hunt oversees client service operations, ensuring seamless financial planning execution. Her expertise in coordinating complex client needs complements Ross's strategic vision while maintaining personalized attention to every client relationship.
Holly Hunt
Co-Director, Client Emotional Support
Holly Hunt specializes in client emotional support, addressing psychological aspects of financial decision-making. She helps clients navigate stress related to wealth transitions while maintaining alignment with long-term financial objectives.
Magnet Hunt
Co-Director, Client Emotional Support
Magnet Hunt co-leads client emotional support initiatives, focusing on behavioral finance principles. He assists clients in maintaining disciplined investment approaches during market volatility while reinforcing strategic financial planning frameworks.
Questions
What does it mean to be a fiduciary financial advisor?
As fiduciaries, we're legally obligated to act in your best interest at all times, avoiding conflicts of interest and prioritizing your financial goals over product sales incentives.
How do you approach retirement planning?
We analyze your income sources, expenses, risk tolerance, and lifestyle goals to create personalized retirement strategies that include tax-efficient withdrawals and sustainable income planning.
What investment philosophy do you follow?
We use diversified, risk-adjusted strategies focused on long-term growth. Our approach includes continuous portfolio monitoring, tax-efficient rebalancing, and alignment with your financial objectives and values.
How are your services different from other advisors?
We combine CFP expertise with fiduciary responsibility, offering holistic planning that integrates retirement, estate, and investment strategies while maintaining transparent fee structures and personalized client support.
Can you help with estate planning coordination?
Yes, we collaborate with your legal team to create tax-efficient estate plans that ensure proper asset distribution while minimizing probate requirements and maximizing legacy preservation.
