Wealth Management

Hubbard-Bert is an employee benefits firm with roots in Erie that go back 80 years. The Financial Advisors in our Wealth Management division are committed to giving reliable, independent advice to our clients. Our company focuses on comprehensive financial planning and individualized investment solutions to take the stress out of managing your finances. We do it all by working to build a long term, trusting relationship with the families and businesses we serve.

 

Our Distinctions

Our primary motivator is to touch as many lives and help as many people as possible. In order to accomplish this, we have three key attributes that uniquely position us in Erie to accomplish this task:

  1. We are independent financial advisors. What that means to you is that we are free to bring the best advice and solutions to our clients without outside limitations. That means that the interests of our clients come first.
  2. We are flexible. As Abraham Maslow said in 1966, “I suppose it is tempting, if the only tool you have is a hammer, to treat everything as if it were a nail.” Part of being independent means that we can reach further to bring the solutions our clients need to the table. We have aligned ourselves with a broker/dealer, Cambridge Investment Research, that shares this philosophy.
  3. We have a broad range of specialists, specializing in everything from investment analysis, financial planning, 401K design, life insurance, long term care, debt management, and health insurance. This means that no matter which area of your family’s or business’s financial life needs the most attention, we have specialists on staff that can address your need.

 

Comprehensive Financial Planning

The cornerstone of financial health is a financial plan. If your finances are causing you stress, we have found that most of the time it comes from not having the time or ability to get answers to your most difficult questions. Any good financial plan starts with understanding your cash flow. From there, we can help you make well informed decisions that are tailored to your goals. Planning can chart a course for you to make sure you can achieve your financial goals and provide stability for your family.

 

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