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About Us

In today’s modern, “always-connected world,” chaos is happening all around us all the time. Wouldn’t it be wonderful if your financial life was organized and your unique needs addressed?

At Hopwood Financial Services, that is precisely what we do for our clients, and it’s what we can do for you. Through financial planning and investment management, we will work to make a meaningful difference in your life, provide financial peace of mind, and safeguard those things most precious to you: your time, your hard-earned resources and your family.

We are an independent, fee-only financial planning and investment management firm, serving high net worth individuals, businesses and institutions. Unlike the big “name brand” financial services firms, we take a personal interest in our clients’ lives. As fiduciaries, we are legally bound to put our clients’ best interests first – and we wouldn’t have it any other way.

It is our hope that when all is said and done, we can say we made a meaningful difference in people’s lives.

Read about Meet Our Team