Peyton Hawkes
Peyton Hawkes focuses in the
following client markets or areas of practice:
- College/Education Planning
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Middle Income Client Needs
- Socially Responsible Investments
- College/Education Planning
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Middle Income Client Needs
- Socially Responsible Investments
Planning Specialties
Our specialties include comprehensive financial planning for college and retirement. Our asset management uses a conservative Modular approach which includes Core, Alternative, and Alpha holdings. We use primarily ETF's and individual stocks.
Additional Information
As a family-owned firm, our allegiance lies strictly with the client-families we serve.
NAPFA Start Date
October 24, 2005