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Our Services

We are Hoogenboom Wealth Management, an independent financial services firm that has been providing comprehensive financial services since our establishment in 2008. With a combined experience of over 50 years, our team of knowledgeable professionals is committed to assisting clients in achieving their financial goals. As an independent firm we have no proprietary funds or products, allowing us to prioritize our clients' best interests, and offer objective advice and guidance tailored to their specific needs. With office locations in Vermont and Montana, we serve a diverse clientele across multiple regions. Our advisors' focus on active investment management and comprehensive financial planning allows us to provide clients with a range of investment options and strategies that suit their needs. At Hoogenboom Wealth Management, we believe in building strong client-advisor relationships through transparent communication, personalized service, and a commitment to long-term financial success.

Investing

Investing

Working with Hoogenboom Wealth Management allows you to tap into our expertise and guidance when selecting investments.

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Retirement

Retirement

Retirement planning is of paramount importance as it allows individuals to effectively transition from their working years to a fulfilling and financially secure retirement.

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Estate

Estate

The importance of comprehensive estate planning is an essential part of our clients' financial journey.

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Family

Family

We understand the significance of financial planning for families and offer a comprehensive range of services tailored to meet their specific needs.

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We're Here For You!

Since 2008, we have been helping clients of all ages and financial backgrounds, from coast to coast. We’ve helped people just like you explore their goals – and in many cases, meet them.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Stay Safe with a B.O.P. At Your Back

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.
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How We Work

Reach out to us, and we can prepare a strategy for you

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