Andrew Hunt (CFP®, MBA)

Andrew Hunt focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Women's Financial Planning Issues

Planning Specialties

I specialize in working with women business leaders and women in transition from the loss of a spouse. I also often work with business leaders who, through investment or compensation, have accumulated a concentrated ownership in a business. 

Additional Information

I am a Partner at Hiley Hunt Wealth Management, a fee-only registered investment advisor based in Omaha, Nebraska. Previously, I served in leadership at a Nebraska based, Federally Chartered Credit Union and served as the President of a Wealth Management firm which I founded.

My passion is for teaching and consulting with clients on a range of complex financial planning topics including asset allocation, investment management, estate and trust planning, planned giving, risk management, and tax strategy. I frequently lead workshops throughout the community on investing, well-being, and behavioral finance (the intersection between investor behavior and investment performance).

I earned a bachelor's degree in accounting and a master's degree in business administration from the University of Nebraska at Omaha. I also received a Certificate in Financial Planning from Boston University and I am a CERTIFIED FINANCIAL PLANNERTM. In 2012, I  was honored by the Midlands Business Journal to be included as a member of the 40 under 40 award winners.

My wife Liz and I live in Omaha. We are active in the community through the Omaha Venture Group, Omaha Street School, and Lifegate Church.

NAPFA Start Date

July 13, 2015

Submit
Submit

This Office

9850 Nicholas St Ste 315 Omaha, NE 68114-2187 Phone: (402) 504-9347