About the Hester Group

We are dedicated to the success of our clients through quality planning and thoughtful advice. We assist clients in mapping action plans designed so they may reach their financial goals. We focus on each client's complete financial picture, from planning for retirement to passing assets on to heirs.

Recognizing the importance of well-informed investors, we make every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results. We are not part of the crowd. Neither are we apologetic for our steady and measured approach to growth. As a result, we've created an increasingly different position in our industry. We believe our prudent approach to planning and managing risk has helped us and our clients attain a position of financial confidence.

One of the tools that we use at the Hester Group is Raymond James' Goal Planning & Monitoring (GPM) software, which has revolutionized how we develop retirement and other goal plans for our clients. It enhances our relationships with our clients to help make sure we align financial analysis and decisions with their unique vision of life in retirement and other highly personalized priorities. With it, we can also revise plans with up-to-date holdings and values, making interactions with our clients more efficient. GPM allows us to customize the level of planning we do for each client in a streamlined workflow.

The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.

Meet our Financial Team