The prudent management of wealth and the level of service it deserves

Whether you’re an established business owner who has built a successful company and a high net worth after decades of hard work, or a young executive building your career with the drive and dedication it takes to succeed, there is a multigenerational wealth management team that offers financial guidance tailored to who you are and where you are in life.

At Hunziker & Associates, you will find the blended perspective of two generations of Certified Financial Planner™ professionals who are fiduciaries committed to acting in your best interest. We have guided our clients through all types of market conditions over the past 30 years and will be here to guide you through every eventuality to come.

“Because we are independent, we are not tied to particular investment products or strategies. As fiduciaries, we act in your best interest – which is reflected in our recommendations.”