H&S Financial Advisors LLC grew out of
Hood & Strong LLP, a public accounting firm that began serving the Bay Area in 1917. With offices located in Redwood City, San Jose, and in San Francisco's financial district, we've intentionally remained a mid-sized firm so that we can give our clients both ongoing personal attention and access to a strong network of national and international resources.
As a client of H&S Financial Advisors LLC, you'll receive comprehensive advice that considers your entire financial environment. When it comes to developing strategies or managing wealth, we provide a larger perspective based on a strong working relationship with your accounting professionals and, in the case of not-for-profits, with your board.
This inclusive approach not only distinguishes our firm from others, but it's also at the heart of our firm's philosophy. We believe in independence, integration, and focus, and we adhere to a thorough, disciplined investment process.
Independence
n. The state of being free from influence, guidance, or control of another or others.
H&S Financial Advisors LLC does not offer or represent proprietary financial products, nor do we have ties to any companies or revenue models that give preference to one company or product. In short, our advice is free from conflicts and addresses only our clients' interests.
Integration
n. The organization of parts into a harmonious whole.
The best investment strategies consider all the elements that can affect portfolio performance, from market conditions to taxes to regulatory requirements to fees - and that's what we provide. We work closely with each client's accounting professionals and, if applicable, with their board of directors. While we don't offer tax or legal advice, we do make sure that the strategies we develop help our clients maximize opportunity and manage risk in all aspects of their financial lives.
Focus
n. Committed attention. The center of interest or activity.
adj. In focus. Sharply or clearly defined.
Investment and wealth management issues demand unwavering focus. As our client, you'll receive no less than our complete attention, and your needs, no matter how complex, will be met with customized solutions based upon sound financial theory and methodology. At H&S Financial Advisors LLC, we focus on three essential elements - you, your needs, and a proven process by which you can most effectively meet your goals.