Our Approach

We live in the information age. You can get information anywhere. Wisdom is knowing what to do with the information. At Hicks & Associates, we take a methodical and comprehensive approach to your financial situation such that we can help you turn information into wisdom. Whether you need help planning your transition into retirement or developing a plan to leave your legacy, we can help.

We also offer our clients personalized wealth management strategies which are based upon our own independent research and implemented through our investment advisory process. When it comes to helping our clients manage their investments, our approach is focused on helping to reduce downside risk. Our multi-strategy investment process combines characteristics of a variety of investment theories into one cohesive methodology.

More...

Background and qualification information is available at FINRA's BrokerCheck website


Client Satisfaction 5.0 out of 5 rating based on 1 reviews 100.0

 
 

Kingdom Advisor

Why choose a Certified Kingdom Advisor®?

There are a lot of qualified financial advisors. But can they help you be a faithful steward of the finances entrusted to you?

As a Christian striving to live a life of purpose and contentment, you need an advisor who can give you advice based on the biblical principles of stewardship.

At Hicks & Associates, we share your Christian world view. We'll help you create a financial plan that aligns with your deeply held values and beliefs.

More...

Ameriprise Financial provides financial services without regard to religious affiliation or cultural background.

Ameriprise Financial is not affiliated with any religion or faith-based financial advisor organization.

 
 

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

Close

view commentary  

Sleep Better

How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)