SHEPHERDSTOWN, W.Va., Aug. 13, 2013 (GLOBE NEWSWIRE) -- Financial Advisor Magazine has named HFI Wealth Management in their annual ranking of the country's top Registered Investment Advisory (RIA) firms. In listing HFI Wealth Management, Financial Advisor notes, "This is a coveted honor and a true testament to your firm's accomplishment and success this past year."
"It's an honor to be included," says Rob Hoxton CFP®, AAMS, AIF®, founder and CEO of HFI Wealth Management. "To be selected for inclusion on this prestigious list further establishes our credibility and acknowledges the success that we've had within the last year." HFI Wealth Management was one of only three RIA firms located in West Virginia recognized by Financial Advisor Magazine as a "Top RIA."
The list is compiled based on voluntary completion of an online survey and ranks firms according to their percent growth in assets under the previous year's management. Inclusion on the list requires the firm to be an independent RIA that provides financial planning and has completed the Form ADV to document their assets.
HFI Wealth Management 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.
Rob Hoxton is a member of the Financial Planning Association (FPA) Board of Directors. He is the founder of the Rural Financial Planning Project, created to improve the lives of rural Americans through the promotion of financial literacy and delivery of financial planning by well-trained and ethical financial planning professionals.
Hoxton began his career in the financial services industry in 1986, and 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 on Amazon.com. He also wrote Investing in Uncertain Times, which shows investors how to profit from the volatile nature of the market.
Hoxton was named one of the Best Financial Advisors for Doctors by Medical Economics magazine in 2012. He 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. For seven years, HFI Wealth Management has been named a Top Wealth Manager in the annual Top Wealth Managers survey conducted by Wealth Manager, which publishes daily content such as articles, breaking news, surveys, blogs, podcasts, research and webinars through enewsletters, WealthManagerWeb.com as well as other channels.
HFI Wealth Management's flagship office in Shepherdstown, West Virginia was opened in 1992. Hoxton added a Winchester, Virginia office in 2004 and a McLean, Virginia office in 2013.
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Source: HFI Wealth Management