OUR MISSION STATEMENT

We help financially successful individuals and business owners accumulate, grow and protect wealth by developing a coordinated financial plan.

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As an independent firm, Hickory Asset Management and its advisors are:

• Independent, with no proprietary products to sell
• Dedicated to focusing on YOUR goals
• Committed to the industry's highest ethical standards
• Experienced, educated, and fully licensed
• Committed to providing advice that is based solely on your needs
• A long-term partner on your financial journey
• Small enough to know and share your unique goals and dreams

We are dedicated to serving our clients' needs through objective, unbiased financial advice.  We believe that the client-advisor relationship should be an ongoing process based on trust, honesty and integrity. Our job is to guide our clients' entire net worth, not merely manage an account. 

We take pride in offering a comprehensive array of services including:

• Retirement Plan Management
• Profit Sharing Plan Management
• Individual Retirement Accounts
• 401K / 403B
• Asset Management
• Investment Monitoring
• College Planning
• Estate Planning
• Financial Planning
• Insurance Services

Our ideal client is a retiree, corporate executive, professional or individual who seeks to partner with a financial expert for the journey to financial success. This client appreciates the vision that Hickory Asset Management brings to the financial process ...locking in on your plans, dreams, goals and achievements. Our clients live their lives, we manage the details.