Advisor Details

Advisor Details

Financial Advisor in Wynnewood, Oklahoma

Personal Bio

As an independent, fee-only, and licensed fiduciary Financial Advisor, we focus on providing clear, honest, and simple solutions to growing our clients' wealth. We are an official SmartVestor Pro - a Dave Ramsey program for vetted and trustworthy investing professionals that are committed to educating and empowering people striving for long-term wealth. Our independent status allows us to provide customized advice for our clients' specific situations without restricting their investment options. We refer to ourselves as a "Best Interest Advisor" because, as a licensed fiduciary financial planner, we are bound by law to act in your best interest. And with our fee-only services, we only bill for assets invested with us - no hidden account fees or additional cost to build financial plans. Our financial planning services also include freebies like 401(k) Plans, Estate Planning, Tax Coordination, and 529 Plans! You can find out more about Nick Mitchell and services at NickMitchellFinancialAdvisor.com

Firm Name

HBW Advisory Services

Firm Bio

At HBW Financial Advisors we provide investment management and strategic wealth planning that is unique to every client. Our primary focus is to provide objective opinions that are designed to pursue long-term investment results. Our Financial Advisors work together to provide the highest levels of trust, integrity and respect while always collaborating to create custom solutions. Our Advisors are dedicated to professionally supporting, educating, and providing informed direction to every client. An HBW professional can help individuals, families, and businesses take action and implement strategies that align their money choices with their core values and goals. Simply put, we strive to be our client’s trusted advisor.

Firm SEC/CRD #

143665

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Advisor SEC/CRD #

6278397

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Contact:

32647 E County Rd 1650
Wynnewood, Oklahoma 73098

Nick.Mitchell@HBWadvisory.com

(916) 770-7011

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