Your Financial Well-being is Our Top Priority
Located in Edmond, Oklahoma, Hughes Warren, Inc. is an independent, fee-only Investment Advisory firm committed to empowering individuals, families, and small businesses towards financial success through personalized wealth management and planning. With over 50 years of combined experience in financial management and estate planning, our team of Certified Financial Planners is equipped to address your unique financial goals and navigate the complexities of the ever-changing financial landscape.
Our Mission
Our mission is to provide personalized financial plans and investment strategies that align with each client's unique needs and aspirations. We believe in open communication, transparency, and building lasting relationships with our clients.
Our Guiding Principles
We adhere to ethical and fiduciary principles, prioritizing your interests and maintaining the highest levels of integrity in all our financial dealings.
- Fee-only: We receive compensation directly from our clients, ensuring our motivations are aligned with your financial success.
- Transparency: We provide clear and understandable explanations of our services and fees, allowing you to make informed decisions.
Our Expertise
Hughes Warren, Inc. offers comprehensive financial and retirement planning services, encompassing:
Financial Planning
- Cash flow management
- Risk management
- Tax planning
- Investment planning
- Estate planning
Investment Management
- Customized portfolio construction
- Current income and liquidity management
- Tax optimization
- Risk assessment and mitigation
Our Process
We take a holistic approach to financial planning, involving:
1. Discovery and Needs Assessment: Understanding your financial goals, risks, and current situation.
2. Goal Setting: Working with you to establish financial and retirement goals.
3. Plan Development: Designing a personalized plan customized to your unique needs.
4. Implementation and Review: Regularly reviewing and adjusting your plan to ensure it remains effective over time.
Our Team
Led by seasoned professionals with over 50 years of combined experience, our team is dedicated to providing personalized attention and customized solutions to every client.
Overall Impression
The reviews suggest that Hughes Warren Wealth Management is a highly reputable and effective wealth management firm. Both reviewers, Redonna Roys and Errol Russell, gave the company 5-star ratings, indicating an extremely high level of satisfaction.
Key Features
Honesty and Transparency: Redonna Roys highlights the company's honesty, transparency, and integrity in all their dealings. This suggests that Hughes Warren is committed to building trust with their clients and being upfront about their investment strategies.
Professionalism: Both reviewers praise the company's professionalism, implying that Hughes Warren's staff are knowledgeable, competent, and courteous.
Investment Performance: Errol Russell specifically mentions that his IRA and Roth have grown faster than the market under Hughes Warren's management. This suggests that the company's investment strategies are able to outperform the broader market.
Value: Redonna Roys mentions the value she receives from Hughes Warren, implying that the company's services are worth the investment.
Concerns and Complaints
There are no negative comments or concerns mentioned in the reviews.
