Business Details
19 Years
experience
Your Trusted Partner for Financial Adviser Solutions
Hudson Financial Advisors Ii has been dedicated to empowering clients through personalized wealth management solutions since 2007. Our team of experienced professionals operates under a fiduciary duty to act in our clients' best interests, guided by a moral obligation to deliver sound financial guidance. We specialize in creating comprehensive financial plans through our proprietary Financial Masterpiece Program, designed to protect lifestyles and provide peace of mind.Our approach combines multi-generational prosperity planning with a commitment to ethical standards, helping clients achieve their retirement goals while maintaining independence. Located in the historic Old Stone House in Streetsboro, Ohio, our office reflects our enduring values and dedication to client-centric service.
Services
Financial Planning
Wealth Management
Investment Philosophy
Client Access Services
Market Commentary
Details
- Year established: 2007
Highlights and features
- We operate as fiduciaries legally bound to act in your best interest
- Our proprietary Financial Masterpiece Program creates customized wealth management solutions
- 17+ years of experience delivering ethical financial guidance
- Located in a historic building reflecting our enduring values
- Comprehensive approach protects your lifestyle and retirement independence
Services
Financial Planning
Our comprehensive financial planning service creates personalized strategies to protect your lifestyle and ensure long-term security. We analyze your unique situation to develop tailored solutions that address retirement goals, risk management, and estate planning needs. With a focus on maintaining your independence, our planners help you achieve peace of mind through structured wealth preservation techniques.
Wealth Management
Our wealth management approach combines strategic investment planning with holistic financial guidance. We develop customized portfolios aligned with your risk tolerance and long-term objectives while continuously monitoring market conditions. The service includes regular performance reviews and adjustments to maintain optimal asset allocation, ensuring your wealth grows sustainably over time.
Investment Philosophy
Our investment philosophy emphasizes disciplined, evidence-based decision-making grounded in academic research. We construct diversified portfolios using low-cost index funds and ETFs while maintaining a long-term perspective. The approach focuses on capturing market returns through strategic asset allocation rather than market timing, with regular rebalancing to maintain target allocations.
Client Access Services
We provide secure digital access through multiple custodial platforms including Altruist, SEI, and TIAA CREF. Clients can view account statements, track performance, and access important documents through encrypted portals. Our team offers technical support for platform navigation and ensures timely access to critical financial information.
Market Commentary
Our weekly market commentary delivers timely analysis of economic trends and investment-related topics. The service includes expert interpretations of market movements, inflation data, and geopolitical factors affecting portfolios. Clients receive actionable insights through email updates and archived commentaries, helping them maintain perspective during market volatility.
People
Donald J. Tharp
Team Member
Experienced financial professional committed to delivering personalized wealth management solutions through ethical practices and client-focused guidance.
Steven P. McCann
Team Member
Dedicated advisor specializing in creating customized financial plans that help clients achieve long-term security and retirement independence.
Sarah K. Schofield
Team Member
Wealth management specialist focused on providing comprehensive financial solutions aligned with clients' unique goals and values.
Joseph Vitale
Team Member
Client-oriented financial advisor emphasizing transparent communication and evidence-based investment strategies for sustainable wealth growth.
April Deitch
Team Member
Financial planning professional dedicated to helping clients navigate complex wealth management decisions with confidence and clarity.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement strategies, investment management, risk assessment, and estate planning tailored to your specific needs.
How do you act in my best interest as a fiduciary?
As registered investment advisors, we're legally obligated to prioritize your financial well-being in all recommendations and avoid conflicts of interest.
What is the Financial Masterpiece Program?
Our proprietary wealth management process helps protect your lifestyle through customized strategies designed to maintain your independence and peace of mind.
How can I access my account information?
We provide secure access through multiple platforms including Altruist, SEI, and TIAA CREF with technical support available for all systems.
Do you provide market analysis and updates?
Yes, we offer weekly market commentary and educational videos explaining economic trends and investment-related topics affecting your portfolio.
Where is your office located?
Our office is in the historic Old Stone House at 10034 Wellman Road, Streetsboro, OH, reflecting our commitment to enduring values.
