Insights

Niche retirement Target: Federal employees and contractors nearing retirement within the Baltimore-Washington corridor. Opportunity: Offer specialized planning and investment management services tailored to government benefits coordination, TSP integration, and retirement readiness.

Boutique scale Opportunity: High-touch advisory model with limited staff can be paired with outsourced services to scale for affluent families and business owners seeking personalized financial planning and risk management.

Asset stake Opportunity: Leverage recent Plains GP stake investment as a lead into institutional-grade asset management capabilities and potential co-investment or outsourced portfolio management offerings for high-net-worth clients.

Growth potential Opportunity: Cross-sell investment advisory, retirement planning, tax-efficient strategies, and insurance services to existing clients while expanding geographic reach beyond Annapolis to the broader DMV area.

Digital trust Opportunity: Emphasize regulatory compliance, transparent disclosures, and third-party content integrity to attract risk-aware clients and partner with custodians or fintech platforms to enhance digital onboarding and client experience.

HF Advisory Group Tech Stack

HF Advisory Group uses 8 technology products and services including Amazon Web Services, Cloudflare, FMG Suite, and more. Explore HF Advisory Group's tech stack below.

Amazon Web Services

Cloud Hosting

Cloudflare

Content Management System

FMG Suite

Content Marketing

Microsoft 365

GoDaddy Email

Email Hosting

Site24x7

Real User Monitoring

HSTS

Security

Stellar.js

Web Tools And Plugins

HF Advisory Group Email Formats	Example	Percentage
First@hobsonfinancial.net	John@hobsonfinancial.net	67%
FirstL@hobsonfinancial.net	JohnD@hobsonfinancial.net	33%

HF Advisory Group Email Formats

Example

Percentage

First@hobsonfinancial.net

John@hobsonfinancial.net

67%

FirstL@hobsonfinancial.net

JohnD@hobsonfinancial.net

33%

Frequently Asked Questions

What is HF Advisory Group's phone number?

You can contact HF Advisory Group's main corporate office by phone at

+1-410-384-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is HF Advisory Group's official website and social media links?

HF Advisory Group's official website is hfadvisorygroup.com and has social profiles on LinkedIn.

How much revenue does HF Advisory Group generate?

As of July 2026, HF Advisory Group's annual revenue is estimated to be $10M - $25M.

What is HF Advisory Group's NAICS code?

HF Advisory Group's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does HF Advisory Group have currently?

As of July 2026, HF Advisory Group has approximately 5 employees across 1 continents, including North America. Key team members include Client Service Associate: C. T.. Explore HF Advisory Group's employee directory with LeadIQ.

What industry does HF Advisory Group belong to?

HF Advisory Group operates in the Investment Management industry.

What technology does HF Advisory Group use?

HF Advisory Group's tech stack includes Amazon Web ServicesCloudflareFMG SuiteMicrosoft 365GoDaddy EmailSite24x7HSTSStellar.js.

What is HF Advisory Group's email format?

HF Advisory Group's email format typically follows the pattern of First@hobsonfinancial.net. Find more HF Advisory Group email formats with LeadIQ.

When was HF Advisory Group founded?

HF Advisory Group was founded in 1998.

HF Advisory Group

Q: What is HF Advisory Group's official website and social media links?

HF Advisory Group's official website is hfadvisorygroup.com. HF Advisory Group has social profiles on LinkedIn.

Q: How many employees does HF Advisory Group have currently?

HF Advisory Group has approximately 5 employees.

Q: What technology does HF Advisory Group use?

HF Advisory Group's tech stack includes Font Awesome, Google Analytics, Stellar.js, FancyBox, CloudFlareJS.

Q: What is HF Advisory Group's NAICS code?

HF Advisory Group's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementMaryland, United States2-10 Employees

HF Advisory Group is a boutique investment management and financial planning firm based in Annapolis, Maryland, serving families, business owners, and individuals in the Baltimore–Washington metropolitan area. The firm emphasizes comprehensive financial planning and investment management to support clients in pursuing a comfortable retirement lifestyle, with special expertise in addressing the needs of federal employees and contractors preparing for retirement. As a registered investment adviser, HF Advisory Group operates within the financial services industry, providing guidance and oversight for clients’ investment strategies while recognizing that investing involves risk and fluctuating market conditions. The organization positions itself as a local advisor with a focus on personalized planning, and it operates from a small professional team in its Maryland location. A recent development noted in public sources is the firm acquiring a stake in Plains GP, illustrating active engagement in asset management activities.

Insights

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