HBA Wealth is not your ordinary financial advisory firm. Founded in 2004, we formed our firm to provide independent, unbiased financial advice to our clients. Our team was built to stay true to our ideals of always putting our clients’ best interests first and offering objective financial advice.
Over these past 14 years, we have focused on establishing ourselves as a firm people can trust. Our clients are hard-working people who are busy pursuing what’s important to them. Our goal is to take some financial responsibility off of their shoulders and provide guidance through goals-based planning that helps them work towards their personal goals. We believe we stand out from a number of other firms for a few key reasons.
We’re independent fiduciaries who specialize in alternative investments for accredited clients and create custom investment portfolios including financial planning all on a fee-basis. Our status as an independent financial services firm means that we can offer investments and products from almost any company under the sun to best match your needs. We aren’t limited to the whims of a larger firm and have the freedom to provide services designed to improve the lives of our clients.
We Give Back
We’re passionate about being involved in and supporting our community. Individually, we’re active in a variety of nonprofit organizations. As a team, we love hosting fundraiser events for local charities. We offer our support to a number of charities, including The Academy of Special Dreams, United Negro College Fund (UNCF), Children of the Night, Homeless Station, and Ronald McDonald House.
We Provide Values-Based Financial Planning
We believe one of the most important things we offer clients is values-based financial planning, something which many other firms don’t provide. This means that we care about your passions and dreams, not just your wealth. What makes us different from other firms is that we don’t just talk about your goals and investments, but we understand the ‘why’ behind it.
We Look Beyond Your Bank Account
What motivates you? What do you love? What can’t you stop talking about? The answers to those questions drive the heart of your financial strategy. We have the expertise to manage your money wisely and the passion to help you accomplish your dreams.
We are proud to have built a practice that has grown into a family of caring, smart professionals committed to blending proven investment methodologies with cutting edge financial technologies that make it easier than ever to accomplish your goals.
We’re Modern, Adaptable, and Relevant
As licensed financial professionals, we rely on more than 50 years of combined investment experience, advanced education and industry licenses to direct your portfolio and investment strategy. We use common sense and intuition to identify exciting new tools like eMoney and Blooom that give you greater flexibility and control over your finances.
Financial advising isn’t a day job for us; it’s our life and passion. We spend a lot of time staying sharp as financial advisors and entrepreneurs, ultimately aiming to deliver an exceptional experience for our clients. Our commitment is to deliver the highest value for clients both in investment management and client service.
We invite you to take a look and see if HBA Wealth is the right firm for you. All it takes is one decision to change your life and set your finances on a new path. Learn more about us and what we offer calling (626) 529-8347 or emailing email@example.com.
About Haydel, Biel & Associates
Haydel, Biel & Associates is an independent financial advisory firm serving individuals and families near Pasadena, California. The firm was founded in 2004 by Chris Haydel and Ricky Biel with a desire to provide unbiased, client-centered, community-based financial advice. Together, they have built a practice that has grown into a family of caring, smart professionals committed to blending proven investment methodologies with creative financial technologies that make it easier than ever to accomplish your goals. They strive to keep things simple and fun to give their clients peace of mind and alleviate financial stress. HBA Wealth takes care of their clients’ needs first and foremost and goes the extra mile to make their clients’ finances grow. To meet and see how the HBA Wealth team may be able to help, contact them today at (626) 529-8347 or email Ricky directly at firstname.lastname@example.org.