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About HFA

The HFA distinction

Covered bridges are a treasured symbol in Chester County, Pennsylvania, safely supporting families and their valued possessions for generations as they’ve traveled to their destinations. When Pete Hoover launched Hoover Financial Advisors (HFA)—a Registered Investment Advisor—the image of a covered bridge was top of mind. The foundation of HFA is much like a covered bridge: security and safety for families planning their financial journeys.

History

2005

Pete Hoover launches Hoover Financial Advisors (HFA) to serve Chester County and the Main Line region

2012

HFA was selected as the Chester County Small Business of the Year through the Chester County Chamber of Commerce

2016

HFA is named to the prestigious Financial Times 300 Top Registered Investment Advisers*

2017

HFA merges with Villanova Financial Services (VFS), a local Registered Investment Advisor, founded by Will Mullin in 2002.

2018

HFA is again named a Top 300 Registered Investment Adviser by Financial Times*

2019

HFA is named to Forbes Best-in-State Wealth Advisors List

We’re invested in your success

Something special happens when you are working to help people meet their goals. You become invested in their success. At HFA, we don’t see you as a transaction. Our advisors and planners work together to address every part of your financial planning needs. As a steward, an advisor, and a trusted and objective ally, we hope to be able to serve you for a lifetime.

We serve families, corporate executives, widows and widowers, and retirees. No matter the financial situation, our clients rely on HFA for comprehensive financial advisory services, all under one roof.

Sophisticated industry tools

We blend our customer-centered personal touch, the wisdom of expert financial advisory practices, and the power of technology.

  • Educational program through our asset custodian Charles Schwab & Co., Inc.
  • 24-hour online access to your accounts
  • eMoney Navigator financial planning software
  • Biweekly blog posts on the latest financial news, advice, and education
  • Seminars and lunch-and-learn sessions

Client dedication and community commitment

We were proud to be named to the prestigious Financial Times 300 Top Registered Investment Advisers in 2016 and 2018.* Even more important than awards is our commitment to giving back to our community. Our annual fundraising campaign for Chester County Food Bank provides sweat equity by working in the field or helping in the Food Bank kitchen. We’re also active in several other community organizations on the Main Line, including Paoli Hospital.

*More than 1,500 prescreened RIA firms were invited to apply for consideration based on their assets under management (AUM). Applicants were then graded on six criteria: AUM, AUM growth rate, years in existence, advanced industry credentials of the firm’s advisors, online accessibility, and compliance records. Neither the RIA firms nor their employees pay a fee to Financial Times in exchange for inclusion in the FT 300.

Our misson

We deliver full-service financial planning and investment management to help our clients achieve their personal goals and objectives.

Our focus

We are devoted to working closely with you—today and far into the future—to develop a plan that gives you confidence about your family’s financial goals and stability in working to achieve them.

Partnership

Our number one priority is establishing a relationship with you that’s built on trust, transparency, and a deep understanding of the life you are creating for yourself and your loved ones.

Consultation

We are independent and serve solely as your consultant, working on your behalf.

Security

We don’t maintain custody of your assets. Instead, we house your assets with a respected third-party custodian, Charles Schwab & Co., Inc. We maintain strict confidentiality and share no personal client information with unauthorized third parties.

Experience

We have decades of financial services experience in a variety of fields, including independent financial planners, investment managers, insurance specialists, and tax advisors who work with you to develop and implement a strategy that will best accomplish your goals and objectives. In 2016 and 2018, we were named to the prestigious Financial Times 300 Top Registered Investment Advisers. Our diverse financial services experience means we can help you address many aspects of your financial situation under one roof.

Technology

We provide online access to your financial information and can integrate all your accounts so you can view your entire portfolio any time. We also provide an online vault where you can store all your financial documents.

Persistence

We’re devoted to helping you design a plan that will serve your financial needs over a lifetime. We take a dynamic approach, adjust when necessary, and help ensure your assets and investments are working for you—over the short term and the long term.

Communication

We provide easy-to-understand, comprehensive quarterly reports, bi-weekly blogs, regular educational events, and access to an online client portal.

Our core values

Teamwork & communication

Collectively, our team has decades of experience in investment management and financial planning. We work together to bring our unique and valuable experience in our dedicated pursuit of your goals.

Productivity & perseverance

Hard work, determination and focus motivate us to excel and strive to exceed expectations. We are steady, deliberate, and detailed. We’re in this with you and your family, day in and day out, year over year.

Education & respect

We continually seek the knowledge and skills to provide professional services that get results. We bring a kind and positive attitude to all we do because your comfort, confidence, and ability to reach your goals lies at the heart of everything we do.

Passion for excellence

We’re passionate about going to work every day to help you realize opportunities and fulfill your dreams.

Client First approach

We’re dedicated to placing your interests first. This brings you straight answers, stable solutions, and our unflagging commitment to your well-being.

Throughout each of our core values there is a high level of trust. Our team is accountable and committed to our clients and our mission. We make it our job to continue to earn that trust each day.