Hoxton Financial, Inc. recognizes that each situation is as unique as the individuals involved. That is why we take the time to understand your current position and your tolerance for risk and help you articulate your goals and develop a highly personalized strategy for the future. We ensure the intimacy of your experience with us by limiting the number of clients managed by each advisor. We are a financial planning firm dedicated to the delivery of objective, client-centered advice in a highly personal setting.

The Company’s Account Minimum is $500,000.*

*subject to exceptions

Medical and Dental Professionals:
The wealth management challenges faced by America’s medical and dental professionals are complex. Issues ranging from decreasing reimbursement rates to the protection of assets from a legal system that favors entitlement over common sense require specialized expertise in a financial advisor. As one of America’s “150 Best Financial Advisors for Doctors,”* Hoxton may be working with someone you know.

*Medical Economics November 2006

High Net-Worth Families and Individuals:
These households have been successful in accumulating significant wealth and now look for ways to manage it in retirement or pass it on to the next generation. Objectives often include: income maximization, capital appreciation, capital preservation, estate tax minimization, or avoidance and charitable giving.

High-Earner Households:
These households have the unique challenge of finding ways to minimize taxes and plan for the future. We find that life for these high performers has become very complex, making strategic financial planning at once critical and elusive. An advisor who acts as a financial “coach” can mean the difference between financial haphazardry and financial clarity.

Closely-Held Businesses/Practices:
These businesses tend to be owned by the high net-worth family/individual, high-earner, or medical/dental professional client, and our work for these businesses tends to be an outgrowth of our relationship with the owner. In these instances, we often find ourselves working for the participants in the employer’s qualified retirement plan.

Corporate Retirement Plans:
Hoxton provides a low-cost open architecture retirement plan solution which offers complete fee transparency. We act as a co-fiduciary to the plan sponsor for the following types of Qualified Retirement Plans:

Profit Sharing/401k Plans
Defined Benefit Pension Plans
403b Plans
457 Plans

Institutions and Foundations:
Hoxton Financial offers institutional money management for non-profits, universities, and community banks.