SHEPHERDSTOWN, W.Va., March 13, 2013 (GLOBE NEWSWIRE) -- Rob Hoxton CFP®, AAMS, AIF®, founder and CEO of HFI Wealth Management, Inc., was named one of the Best Financial Advisors for Doctors by Medical Economics magazine. Hoxton was the only financial advisor on the list from the state of West Virginia. His colleague, Julia Connell CFP®, MBA, MSFP, Chief Financial Officer and Senior Wealth Advisor at HFI Wealth Management, was also named to the prestigious list in the State of Virginia.
According to Medical Economics, the financial advisors were chosen because they have substantial experience in the industry and have the skill set necessary to help doctors prioritize their goals, create diversified portfolios and save for a brighter future. Most of the financial advisors, who made the list, have a minimum of 10 years of experience and have also worked extensively with doctors. "It's an honor to be chosen for this respected list," says Rob Hoxton, who has worked for many years with a multitude of physicians in the region.
Financial advisors were chosen based upon their certifications, good standings with both the Securities and Exchange Commission and Financial Industry Regulatory Authority, fee arrangements and minimum portfolio requirements. Candidates were also asked to provide documents demonstrating their credentials, educational background, experience in the field, size of the firm, minimum portfolio requirements and other important professional achievements.
Oftentimes, doctors face specific challenges and not every financial advisor has the skillset necessary to properly help these physicians. Medical Economics identified financial advisors around the country and created their 2012 list of Best Financial Advisors for Doctors to help physicians achieve their future financial goals.
Rob Hoxton is a member of the Financial Planning Association (FPA) Board of Directors. Hoxton, who began his career in the financial services industry in 1986, has won numerous awards for his work in the wealth management area. He is the developer of The Grow Greenr® Method and the author of Grow Greenr, 10 Steps to a Richer Life, which is available at Amazon.com. Hoxton also wrote Investing in Uncertain Times, which shows investors how to profit from the volatile nature of the market and which can be downloaded as a PDF file from www.hfiwealth.com. He is the founder of the Rural Financial Planning Project.
Julia Connell manages HFI Wealth Management's office in Winchester, Virginia. She has an MBA degree from West Virginia University. She has also completed the Master of Science degree program in financial planning. Both Hoxton and Connell are graduates of the Certified Financial Planning Professional Program of the College for Financial Planning in Denver.
HFI Wealth Management is nationally recognized and works with individuals and businesses, including medical and dental professionals, high net-worth individuals, high-earner households, closely-held businesses and practices, corporate retirement plans, and institutions and foundations.
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Source: HFI Wealth Management