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Advisor Team

Hoggatt Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Hoggatt team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.

Denver - Cherry Creek, CO

Advisor Team

Barrera Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Barrera team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.

Houston - Galleria, TX

Advisor Team

Baity Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Baity team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.

Denver - Cherry Creek, CO

Advisor Team

Aurum Cleveland N. Team

We provide comprehensive financial planning and investment management strategies for high-net-worth families and business owners. With a cohesive, time-tested process, we strive to help our clients uncover, prioritize, and meet their short-term and long-term milestones. This is accomplished through a clearly defined financial plan that guides a tax-efficient investment process, estate strategy, and liability management. 

Cleveland, OH

Advisor Team

Hoffmann Butler Team

The Hoffmann Butler Team partners with families, business owners, and professionals to create personalized financial plans that grow and adapt with your goals. Our areas of proficiency include investment and estate planning, managing retirement plans for business owners, succession and exit planning, and asset preservation. We take our client relationships seriously and build trust one step at a time. We’re known for responsiveness and high-quality service. 

West Conshohocken - State Road, PA

Advisor Team

Aurum Hartford-St. Louis Team

Our team is committed to empowering you to achieve your long-term financial aspirations. With extensive experience navigating diverse market cycles, we bring a seasoned perspective to wealth management. Our core strengths lie in crafting comprehensive financial plans tailored to each client’s unique goals, implementing sophisticated tax strategies to optimize outcomes, and adhering to a disciplined, research-driven investment process.

Cleveland, OH

Advisor Team

Aurum Fairlawn Team

We are a planning-focused team that seeks to invest in our clients and prospective clients before they invest with us. First, we listen, so that we fully understand an investor’s current financial situation and where that person wants to go. We then craft a customized roadmap with our time-tested financial planning and investment management processes. As fiduciaries, we have our clients’ best interests in mind when we provide advice and guidance.

Akron - Fairlawn, OH

Advisor Team

Aurum Cleveland S. Team

We work at the intersection of financial planning and risk management, serving some of the nation’s most successful families with complex needs. Together, we deliver integrated wealth strategies that combine sophisticated investment planning with tailored insurance solutions, all with a focus on tax mitigation. We offer decades of experience and deep technical knowledge in wealth transfer, tax efficiency, and business succession planning.

Cleveland, OH

Advisor Team

Aurum Cleveland-Tampa Team

We specialize in guiding successful individuals and families through the complexities of managing significant wealth. Our clients turn to us for tailored strategies that go far beyond investments – including tax efficiency, legacy planning, and multi-generational wealth structuring. We offer a discreet, boutique-level experience with the depth and breadth of a full advisory team.

Cleveland, OH

Advisor Team

Aurum Akron Team

We work with individuals and families toward their financial goals through a comprehensive financial plan. First, we find out what’s important to them. Then, we craft a complimentary financial plan that is designed to achieve those goals by taking on the least amount of risk warranted. We do not push products. Instead, as fiduciaries, we act in our clients’ best interest and back into financial instruments to help them to accomplish their goals.

Akron - Green, OH