At Hamilton Financial Planning, we understand the complexities of building an adaptable financial management and investment plan that offers the needed flexibility for modification and diversification as your needs change. Life and obligations are not static, nor are investment market trends and tax requirements. In order for you to reach your financial goals, your portfolio must be able to benefit from change while being able to circumvent any negative impact on your financial security.
We stay ahead of the trends to ensure your investments continue to grow and remain secure. At HFP we apply proven expertise to every aspect of our clients’ finances – from accumulation and growth to preservation and distribution.
We’re a fee-only fiduciary financial planning, investment, and wealth management firm headquartered in Austin, TX with satellite offices in Houston, TX and Charleston, SC.
Because your financial prosperity and security come first. Always. HFP is entirely fee-based. This means there are no hidden fees, no up-sells, zero commissions. Our wealth building and management process is direct, transparent, and legally bound by fiduciary duty to you. Our client.
Working together, we approach your financial planning based on what matters to you; your obligations, wishes, dreams, and goals including sustainable investing. We then design a customized and flexible investment and wealth management plan which is adaptable to your changing needs, predicated on one primary goal. To sustainably increase your net worth in a diversified and favorable tax strategy manner.
Scott Hamilton, CFP®️, MBA, Founder, Chief Financial Officer, Financial Expert, and the guy you want on your side.
Scott is the founder and managing member of Hamilton Financial Planning, LLC. With over two decades of professional financial management, he is a Certified Financial Planner (CFP ®️) professional with an MBA in International Finance from the George L. Graziadio Business School at Pepperdine University in Southern California.
As a native Texan, Scott has been long been intimately involved with the unique issues surrounding Oil & Gas investments ranging from over-concentration through lucrative short and long-term diversification to implementation of the most favorable tax strategies. As a Hamilton Financial Planning client, you also gain from his extensive knowledge and experience in advanced estate tax reduction techniques such as trusts, insurance, and family limited partnerships.
Scott’s background ranges from startups to Fortune 50 Companies (Exxon, Dell, and a Boston IT Consulting firm), where he functioned as Senior Principal Consultant or Product Manager.
Gayle is HFP’s Director of Customer Experience. She manages and provides valuable insight and oversight for all areas relating to client experiences for Hamilton Financial Planning. Gayle is a graduate of Bentley College with an MA in Accounting.
Nicolle is an HFP associate and manages our Customer Services Liaison matters and general client communications. She has recently passed the Series 65 Exam, making her an Investment Advisor Representative. She graduated with honors from The University of Texas at Austin with a specialization in Health Promotion and Education in 2017. Nicolle’s involvement in volunteer work has equipped her with exceptional leadership skills and an admirable client-centric approach.
If you’re unsure if you have enough saved to retire; when you can afford to retire, or how much more wealth you need to build in order to retire, we should talk. HFP is offering a no obligation 30 minute planning session designed to provide you with a high-level view of your financial forecast to answer these key questions.Schedule a consultation TODAY!
to find out if HFP is a good fit for helping you meet your goals.