Our Firm

We believe in disciplined and goal-oriented investing.

Using the right tools, technology and market intelligence, we strive to build a powerful road map. We help our clients accumulate and preserve wealth by gaining access to a broad range of proven strategies. With creativity and passion, we deliver innovative and customized investment solutions.

We are committed to maintaining the highest standards of professional integrity in our relationship with you, our client.

We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.


About Our Firm

We are a full-service wealth advisory firm committed to helping families plan a successful financial future.

After an initial complimentary consultation, we hope to help you better identify your goals and empower you with insightful knowledge based on over 50 years of investment advisory experience.

Our team takes pride in building a holistic relationship with each and every one of our clients.

We are well versed in the current business environment and in many ancillary related topics that can increase your potential for long term success. 

Chances are we are already involved in a case similar to yours, so feel free to ask for a second opinion.
 


Our Services

As we develop a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies parallel to your vision and objectives.

Accordingly, we will execute a sound financial program utilizing the following products and services:

  • Review of individual and family investment capital structures
  • Custom wealth management and equity investing techniques
  • Insurance and annuity planning
  • Smart money planning for business owners
  • Retirement strategies
  • Estate conservation

Securities offered through National Securities Corporation (NSC), Member FINRA/SIPC. Advisory Services offered through National Asset Management, Inc. (NAM) a Registered Investment Advisor with the SEC and affiliate of National Securities Corp. Insurance products offered through National Insurance Corporation (NIC). Accounts are carried by National Financial Services LLC, Member NYSE/SIPC, a Fidelity Investments Company. Hyperion Wealth Advisors is not affiliated NSC, NAM, or NIC. 

This site is for informational and educational purposes only. This is not a solicitation or offer to sell any security. This information is not intended to be used as the primary basis for investment decisions, nor should it be construed as advice designed to meet the particular needs of the individual investor. Decisions you make based on information contained in this site are your sole responsibility. Securities involve risk. Investment returns and principal values will fluctuate so that when redeemed they may be worth more or less than the original cost. 

PLEASE NOTE: This website contains hyperlinks to other websites that are not associated with this site. Such unassociated websites may contain links to other unassociated sites as well. These links are provided as a convenience to you and to assist you in your search for information. We make no endorsement, express or implied, about any of these linked sites, are not responsible for materials posted or activities that occur on such linked sites, and do not review (1) content or advertisements posted on or (2) activities occurring on these linked sites. If you decide to link to any unassociated website, it is at your own risk. Because we are not associated with these linked websites, you should direct any concerns or problems you might have with any such site to that site's administrator or webmaster.