We exist to serve a particular kind of investor — one who values discretion, a written promise, and the same advisor across a lifetime.
HCB Advisory was founded in 2010 by three former colleagues who had grown disillusioned with the velocity of the industry around them. We believed then — and we believe now — that wealth management is a craft, not a product.
Our clients are entrepreneurs, executives, professionals, and the families they have built. They want capital handled with intelligence and restraint. They want to know who answers when they call. They want, above all, an honest conversation about what is and is not possible.
We are happy to provide all three.
— James Whitford, CFA
Managing Partner & Founding
Every position is sized to a thesis. Every fee is itemized. Every report is reviewed by a human before it leaves our desk.
Your information is held by people, not algorithms. Our client files are never sold, syndicated, or used to train external systems.
Compensation tied to assets under care, never to product sales. If you do not grow, neither do we.
A wealth manager should outlast the cycle. We have, twice. We intend to do so again.