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OUR MISSION & CORE VALUES

Caring about people’s dreams and helping them to make informed decisions through education, communication, and service which exceeds their expectations

Serving With Integrity, Honesty & Loyalty

Providing Quality Financial Planning and Wealth Management

Offering Unsurpassed Client Service

Providing a Foundation of Generosity.

Hutton Financial Advisors Code of Ethics

This code of ethics is an expression of the financial planning professional’s recognition of its responsibilities to the public, to clients, to colleges and to their employers. These principles guide all Hutton Financial Advisors team members and outline the professional services standard they strive to achieve.

Integrity – Hutton Financial Advisor shall offer and provide professional services with integrity, honesty and loyalty.

Objectivity – Hutton Financial Advisor shall be objective in providing professional services to clients.

Competence – Hutton Financial Advisor shall provide services to clients competently and maintain the necessary knowledge and skill to continue to do so in those areas in which we are professionally serving.

Fairness – Hutton Financial Advisor shall perform professional services in a manner that is fair and reasonable to clients. They shall also disclose conflict(s) of interest(s) in providing such services.

Confidentiality – Hutton Financial Advisor shall not disclose any confidential client information without the specific consent of the client unless in response to proper legal process, to defend against charges of wrongdoing by HFA or in connection with a civil dispute between HFA and a client.

Professionalism – Hutton Financial Advisor’s conduct, in all matters shall reflect credit upon the profession and this establishment.

Diligence – Hutton Financial Advisor shall work diligently in providing professional services. Diligence is the provision of services in a reasonably prompt and thorough manner. Diligence also includes proper planning and supervision of rendered professional services.

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WEALTH MANAGEMENT & FINANCIAL PLANNING  

Hutton Financial Advisors is committed to serving our clients with integrity, honesty and loyalty, while maintaining a foundation of generosity. Since 1990, we have been serving people just like you. Our team strives to provide you with unsurpassed service, quality financial planning, wealth management, and opportunities to expand your financial knowledge.

Your financial dreams are very important to us at Hutton Financial Advisors.

Our goal is to help you achieve your financial dreams; whether you’re dreaming of a comfortable retirement, enjoying your grandchildren, traveling or enjoying your hobbies, we can help you plan for that special time in your life!

We take a personalized approach with each client, taking the time to understand your situation and investment needs. We listen as you share your specific needs and we will design a customized portfolio that works toward your goals and dreams in an efficient and systematic manner.

When it comes to your investments, the financial planner you choose can make the difference between you working hard for your money, or your money working hard for you.

Paul is an Investment Advisor Representatives of, and offers securities through, Woodbury Financial Services, Inc. He performs both fee and non-fee based planning in the areas of investments, retirement, spending, estate planning and risk and tax management strategies. He is a member of the Financial Planning Association, National Association of Insurance and Financial Advisors, and the Better Business Bureau*. Paul is also an active members of the Northwest Tarrant Chamber of Commerce.

We look forward to sitting down with you and seeing how we can Help You Reach Your Dreams!

*Working with an advisor who is a Better Business Bureau member cannot guarantee investment success or that financial goals will be achieved. Advisors who participate in this program pay a fee for accreditation review/monitoring. The Better Business Bureau is not affiliated with or endorsed by Woodbury Financial Services, Inc.

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LET US HELP YOU ACHIEVE YOUR FINANCIAL DREAMS

When it comes to your investment, the financial planner you choose can make the difference between you working hard for your money, or your money working hard for you.  Our goal is to help you achieve your financial dreams; whether you’re dreaming of a comfortable retirement, enjoying your grandchildren, traveling or enjoying your hobbies, we can help you plan for that special time in your life!

We help you stay focused on the long-term goals.

Peter Lynch, one of the most successful Portfolio Managers of all time, once noted that investors in the funds he managed did not do as well as the funds themselves.  Why did that occur?  He discovered that it’s easy to be misled by the ups and downs of the market.  Alarmed by sudden market fluctuations, you might be tempted to sell an asset that has good long-term value, or buy something that’s “hot” today, but might quickly lose value.  We take a longer-term view and encourage you to stay the course during uncertain times in order to work towards your goals.

We are independent professionals.

Our allegiance is to you, the client.  As Independent Professionals, we feel that it is in our best interest to do what serves you best.  Some financial professionals may be employees of brokerage firms or insurance companies that offer their own in-house products and may have sales quotas to meet.  Make sure you understand what your financial professional can offer.  As Independent Professionals with Hutton Financial Services, we have access to a wide array of investment vehicles and are not driven by incentives to sell any particular product.  Our first loyalty is to you.

We are trained professionals.

The investment world has become very complex and is constantly changing.  In order to stay abreast of investment products and new technology that come with the territory, ongoing training is a must.  Paul and the entire support staff attend conferences, training schools, seminars and specialized workshops – all focused on how to serve you better.

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WHAT DO YOU EXPECT FROM YOUR FINANCIAL ADVISOR?

Integrity.  Quality.  Service.  These three powerful words describe our values.  From our client-eccentric approach, to our trademarked processes, we work to make sure you get the most from our relationship. You get more than just a financial advisor with us. You get a dedicated and committed team to help you reach your financial dreams. In some cases, Hutton Financial Advisors uses discretionary asset management which allows us to pro-actively manage your accounts. Visit our wealth management page below and take a look inside our investment strategy.