We’re Glad You’re Here

Welcome to Hernandez Financial, where your financial goals meet expert guidance and personalized service. We understand that managing finances can feel daunting, but we’re here to simplify the process and empower you to make informed decisions.

At Hernandez Financial we believe in building lasting relationships based on trust and transparency. Whether you’re planning for retirement, saving for your child’s education, or aiming to grow your wealth, our team is dedicated to understanding your unique needs and creating a tailored strategy just for you.

Join us at Hernandez Financial and experience the difference personalized financial guidance can make. Together, let’s create a roadmap to a secure and prosperous future. Contact us today to schedule a consultation and take the first step toward financial confidence and peace of mind.

01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

At Hernandez Financial we help our clients create an investment plan that makes sense for them. We strive to make the investment process easy to understand and implement. Whether your goals are decades away or within the next few years, we can help you start investing for them today.

03. Our Process

We help people create a pathway toward achieving their hopes and dreams. We do this by using the financial planning process. We will work with you to design a financial plan that is flexible and created just for you and your goals.

Our Services

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you can strive your best to plan wisely and thoroughly, you can also hedge your bets against the

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Our Team

Jesse Hernandez ChFC®

Financial Advisor
I founded Hernandez Financial in 2011, after a twelve-year career with a national investment advisory firm. Being an independent Investment Advisor...

Audrey Brandsma

Administrative Assistant
I am Jesse’s Administrative Assistant and the voice you will most likely hear on the phone when you call the office. I have several years of...

We manage assets for individuals and families, provide investment management, and financial planning services.

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FAQ

  • What is your investment philosophy?

    We prioritize growing your wealth while managing risk.  We seek to provide our clients with returns that align with their specific risk tolerance and personal goals while managing downside risks.