Hummingbird Wealth Management Employee Directory

Investment ManagementMaryland, United States2-10 Employees

Hummingbird Wealth Management is a small investment management practice based in Frederick, Maryland. Established by a practitioner with decades of experience in the financial services industry, the firm focuses on helping individuals define and pursue their financial goals through personalized wealth management planning and in-depth financial strategies. Its approach centers on building trusted, ongoing relationships with clients to address their specific needs and support prudent decision-making foundations. Securities and advisory services are offered through Cambridge Investment Research entities, with Hummingbird Wealth Management operating independently of its affiliates. The firm serves a local clientele in the Frederick area, emphasizing attention to client needs and a tailored, foundations-driven approach to financial planning.

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