H Financial Management

H Financial Management (CRD# 148209) is a financial advisory firm headquartered in Canonsburg, PA. They manage $444,709,822 in 1,631 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    445
    MILLION
  • Total Number of Accounts
    1,631
    ACCOUNTS
  • Average Account Value
    $272,661
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, LA, MT, NC, NH, NY, OH, PA, SC, TX, VA, WV

Financial Advisors at H Financial Management
Showing 1 - 6 of 6 top financial advisors.
1
Clair L. Hawkins
CRD#: 240145
400 Southpointe Blvd., Plaza One, Suite 420, Canonsburg, PA 15317

Clair Hawkins (CRD# 240145) is an Investment Advisor Representative working at H Financial Management in Canonsburg, PA and has over 22 years of experience in the finance industry.

2
David W. Hoffmann
CRD#: 2946293
Pittsburgh, PA 15219

David Hoffmann (CRD# 2946293) is an Investment Advisor Representative working at H Financial Management in Pittsburgh, PA and has over 23 years of experience in the finance industry. David Hoffmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Garrett S. Hoge
CRD#: 1185035
400 Southpointe Blvd., Plaza One, Suite 420, Canonsburg, PA 15317

Garrett Hoge (CRD# 1185035) is an Investment Advisor Representative working at H Financial Management in Canonsburg, PA and has over 35 years of experience in the finance industry. Garrett Hoge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jeffrey A. Karns
CRD#: 5151328
400 Southpointe Blvd., Plaza One, Suite 420, Canonsburg, PA 15317

Jeffrey Karns (CRD# 5151328) is an Investment Advisor Representative working at H Financial Management in Canonsburg, PA and has over 13 years of experience in the finance industry.

5
Kent D. Aloia
CRD#: 5415643
400 Southpointe Blvd., Plaza One, Suite 420, Canonsburg, PA 15317

Kent Aloia (CRD# 5415643) is an Investment Advisor Representative working at H Financial Management in Canonsburg, PA and has over 12 years of experience in the finance industry. Kent Aloia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jessica B. Lee
CRD#: 2764173
400 Southpointe Blvd., Plaza One, Suite 420, Canonsburg, PA 15317

Jessica Lee (CRD# 2764173) is an Investment Advisor Representative working at H Financial Management in Canonsburg, PA and has over 24 years of experience in the finance industry.

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