We strive to deliver personalized and comprehensive financial planning advice through our simple four-step process. When it comes to helping our clients manage their investments, our multi-strategy investment technique combines characteristics of a variety of investment theories into one rules based & cohesive methodology that is designed to minimize downside risk.
We view ourselves as your personal Chief Financial Officer (CFO) with you as the CEO. We take the time to get to know you, your values and your objectives, so we can guide you along life’s journey while holding ourselves to the industry’s highest standard of care. We are a fiduciary firm, meaning we have a legal responsibility to make decisions and recommendations that are in your best interest.
We are the kind of lifelong partners you can confide in. We’re committed to doing everything we can to stay true to our firm’s ideals. We’ve seen missed opportunities for clients when advisors have chosen their interest over their clients, which is why we always remain loyal to you instead.
Our team is made up of dedicated professionals eager to be there for you even beyond finances—because we understand how intertwined your wealth is with your values, your life and your family.
We view ourselves as your personal CFO, with you as the CEO. When you have an important issue to address, our goal is to be here for you as your confidant in making clear and informed choices for your future and that of your family
We work collaboratively to serve our clients, applying values of integrity and loyalty to our work. Doing what is in your best interest—even when no one is paying attention—is indicative of the fiduciary standard that guides our firm’s moral compass.
We believe being a good steward means we should give generously, both of our time and our money. Even in the richest country in the world, there are people all around us who have fallen on hard times. For Hicks & Associates, we believe it is our responsibility to do our part to help those who have found themselves in a tough spot.
Over the years, we’ve supported a number of charities simply so that we can play our role in serving those in need. Currently, we are working with the following organizations and invite you to check out these and other organizations in your area if you are looking for a way to bless others.
By following a simple process, we believe our clients appreciate being equipped with specific next steps and clarity surrounding their wealth.
Before beginning the process, we like to have a personalized consultation to see if we’re a good fit to collaborate. We typically meet with clients face-to-face for this, but we are also happy to meet with you virtually.
Getting to know you, what you hope to achieve and laying out next steps
Establishing your goals and acquiring data and information
Analyzing your information and identifying areas of improvement
Discussing our recommendations with you and putting them into action
Throughout the year, we are always here if you have questions or would like to talk through any decisions. We’ll support you when things are challenging, and we’ll celebrate with you when things are going well.
As you experience change, you can confide in us to adjust your financial strategies to keep pace with your evolving life.
1225 Crescent Green Suite 100
Cary, NC 27518
510 NW Broad Street
Southern Pines, NC 28387