I help high-value, high-achieving people like you make smart money decisions for your family.

Results my clients count on:

Peace of mind. Money is a tool, something to be acted upon. I help people like you know if you’re on track to accomplish your goals.

A custom plan. Every plan is different because each of us was created differently. My process embraces this and never assumes the well-worn path is fit for you.

Working towards consistent delivery and execution. Most of my client relationships become friendships. But they don’t start there. You’re hiring me to partner with your family and help define your smart money decisions and I relish that important responsibility day in and day out.

Questions + Answers.

  • I can’t take credit for creating the Financial Blueprint process. The process I now follow has been “in the works” since the financial crisis of 2008 and still is and probably will always be under refinement. I started working this while in a role where I consulted with over 1,000 other financial advisors across the country. Learning what the best do and what the worst do. The process I follow with clients is designed to create consistent, customized, personal outcomes that drive towards the clients’ end goal(s).

  • The most common fee is the Asset Fee, the full schedule is found here. My goal as your Wealth Advisor is to not just help you make money, but to also help prevent mistakes as well. We strive for our clients to receive 2-3x in value over our fee.

  • At Hobbs Wealth we aren’t in the business of disappointing our clients. This is why we have a no-cost introductory process. We believe every client deserves to know exactly what they are getting, or conversely, what they are not getting. But additionally, we don’t have any holding periods for investments or contingent deferred sales charges to worry about.

  • Only God knows the future and our crystal ball is just as cracked and cloudy as anyone else's. Because of this, clients must believe these two core principles. The first is that they believe the world isn’t going to end, and if it does, financial planning won’t mean anything anyway. The second is faith in the overall Global economy. The Global economy has been advancing since before Jesus walked the Earth. We don’t know exactly where the global growth will come from, but we do have faith that the Global economy will continue to advance.

What my clients say:

“I feel fully confident in the handling of our money and up-to-date communications.”

— on Google

“Dave Hobbs is a consummate professional! Couldn’t be happier with his management of my assets.”

— on Google

 
 

My pledge to you:

I will act in your interests.

I will share the truth kindly.

I will not pretend to have a secret formula. There is only one formula: principled consistency.

I will continuously learn and evolve to serve you better.

I will handle your family’s money as if it were my own.

 

 A short video about why I do what I do.

 
 

You don’t have to have uncertainty about your finances and your future.