Our Story


Money is a hard subject to talk about. It can make you feel vulnerable, it can expose your weaknesses...it can just be plain overwhelming. However, as hard as it may be, taking time to understand how the pieces of your financial picture fit together can also make you feel empowered. 


Hess Financial is an independent financial services firm that provides objective and unbiased advice. Our main objective is to help you understand what steps you need to take in order to achieve your goals.


When you hire us, we work for you. You get our experience, our financial expertise, our commitment, but most importantly you get our time and attention.







There is no charge for the first meeting.

Before we commit to any financial relationship, we want to make sure that your needs match the services we provide and that you are comfortable with our process.




We don't have strict asset minimums.

We place more emphasis on making sure that you will benefit from our unique approach and that you are ready to commit and participate in a comprehensive financial relationship.




We are transparent about our fees.

Although our focus is on fee-based services, the way we are compensated is dependent on the services we are providing and the particular situation. Regardless of the service or situation we will always be upfront about what you will be charged.