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On Your Side

First, we listen. Every family has a story, and we want to hear yours.

Then we search for solutions to help you pursue your goals.

Then we work to create a plan that fits you, one that adjusts as life changes.

Discover the financial freedom that comes from having a plan and a team guiding and cheering you on.

Our Mission Is To Help You

Our Mission Is To Help You

The Hampton Square team is on a mission to provide an excellent client experience, appropriate, values-aligned strategies to pursue client goals, and competent advice and resources to help clients navigate the challenges of life.

We take our fiduciary duty seriously. We pledge to put your best interest first, to help you invest with integrity, and to keep your goals foremost.

See what we can do for you.

At our firm, we have the client—and only the client—in mind.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up.

We help you to identify your goals and then to develop a strategy to address them.

As a client, you'll have multiple technology tools to monitor progress toward those goals.

find direction and purpose

find direction and purpose

Take that first step toward financial freedom.

See what's possible.

Call today for a no-obligation consultation.