Founded in 1988, HFI Advisory, Inc. is an SEC Registered Investment Adviser based in Mequon, Wisconsin. The firm operates on a fee-only basis, meaning it is compensated solely by its clients and does not accept commissions or other payments from third parties, aligning its interests with those of its clients. HFI Advisory specializes in comprehensive wealth management, which includes investment management, financial planning, retirement planning, and estate planning for high-net-worth individuals, families, trusts, and corporate retirement plans. Their mission is to provide objective, customized financial guidance to help clients achieve their long-term financial goals.

Founded in

Japan