What departments does HW Financial Advisors have?

HW Financial Advisors has employees across 1 departments including Finance.

What is the largest department at HW Financial Advisors?

The largest department at HW Financial Advisors is Finance with 3 employees.

Where are HW Financial Advisors employees located globally?

HW Financial Advisors has employees across 1 continents and 1 countries including United States Of America.

HW Financial Advisors Employee Directory

Financial ServicesOhio, United States2-10 Employees

HW Financial Advisors is a small, independent wealth management firm based in Cleveland, Ohio. It emphasizes a tailored, client-specific approach rather than standardized plans, avoiding incentives tied to captive institutions. Advisory services are delivered through Commonwealth Financial Network, with additional services offered directly by HWFA.
The firm works with individuals to identify priorities and goals, listening carefully to craft a plan aligned with their financial objectives. In January 2021, HW Financial Advisors was acquired by MAI Capital Management, marking a notable corporate development in its history.

HW Financial Advisors Global Highlights

North America
13

United States Of America
13

HW Financial Advisors's Leadership

M. P.
Director Of Financial Planning Services
Mobile Phone
Email
S. C.
Senior Wealth Advisor Managing Director
Mobile Phone
Email
B. K.
Manager
Mobile Phone
Email
G. W.
Principal
Mobile Phone
Email
M. W.
Principal
Mobile Phone
Email
C. S.
Administrative Assistant
Mobile Phone
Email
J. M.
Financial Advisor
Mobile Phone
Email
J. D.
Administrative Assistant
Mobile Phone
Email

Contact profiles from HW Financial Advisors

Name

Title

Contact Info

Location

Last Update

M. P.
Director Of Financial Planning Services
Mobile Phone
Email
UNITED STATES
Mar 11, 2025
S. C.
Senior Wealth Advisor Managing Director
Mobile Phone
Email
UNITED STATES
Mar 09, 2023
B. K.
Manager
Mobile Phone
Email
Oct 22, 2024
G. W.
Principal
Mobile Phone
Email
Oct 18, 2024
M. W.
Principal
Mobile Phone
Email
Oct 17, 2024
C. S.
Administrative Assistant
Mobile Phone
Email
Jul 08, 2024
J. M.
Financial Advisor
Mobile Phone
Email
Oct 21, 2024
J. D.
Administrative Assistant
Mobile Phone
Email
Oct 22, 2024
T. R.
Financial Advisor Commonwealth Financial Network
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is HW Financial Advisors known for?

HW Financial Advisors was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 23240 Chagrin Boulevard Suite 880 Cleveland, Ohio 44122 United States; you can contact the main corporate office by phone at

+1-216-378-****

. Explore HW Financial Advisors's company overview page for more information.

What is HW Financial Advisors's most common email format?

HW Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more HW Financial Advisors email formats with LeadIQ.

How many employees does HW Financial Advisors have currently?

HW Financial Advisors has approximately 10 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are HW Financial Advisors's key employees and leadership?

As of February 2026, HW Financial Advisors's key employees include:

Director Of Financial Planning Services: M. P.
Senior Wealth Advisor Managing Director: S. C.
Manager: B. K.
Principal: G. W.
Principal: M. W.

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HW Financial Advisors Employee Directory

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