Hicks Capital is unique - we are an independently owned, registered investment advisory firm with accounting roots. Yes, we have Wall Street firm experience, but our roots are from the consulting world. We draw on our professional backgrounds, including taxes, accounting and business management, to provide you with the knowledge and guidance to live the life you’ve always envisioned.
We knew from the beginning that there was a better way, and we set out to build a firm that set a new standard for wealth management. Instead of focusing on one narrow slice, such as investments, we took a broader approach, one in which a team of individuals collaborate across a client’s entire balance sheet. From investments, to tax planning, to retirement income strategies, and estate planning, our clients have access to the expertise they need when they need it.
Our team shares the same philosophy and goals in serving our clients, and working together improves the quality of our process and the recommendations that we make. Planning decisions don’t get made in a vacuum. The strategy is understandable, and the ongoing execution is handled in a way that ensures nothing falls through the cracks. In the end, the entire client experience is elevated.
As a SEC Registered Investment Advisor (RIA), we are truly able to serve as fiduciaries, putting clients’ interests first 100% of the time. We make recommendations and implement solutions based solely on their needs, NOT on driving shareholder value as is the norm within big Wall Street firms. We are not inhibited by the bureaucracy of working for a large financial services corporation. We are not sellers of services and products, but, in fact, we are buyers of best-in-class solutions, investments and resources, all on behalf of our clients. Putting your interests first and providing objective advice and solutions is more than just a mission statement – it is our duty.
In the end, it’s about creating true partnerships that thrive on transparency, accountability, and collaboration. Supporting every client in the pursuit of their goals, using our expertise to help them live their version of a richer life.
"There is great clarity in knowing that our clients come first in everything that we do." T.D. Hicks, Founding Member
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