Your bridge to the future
At HFA, we place equal emphasis on both the expertise we bring and the genuineness of the relationship we develop with you as our client. We believe that honest, transparent, and caring relationships lead to better outcomes for today, tomorrow, and generations to come.
Seeing the positive impact our work has on our clients lives make our lives better too. Because as an independent financial advisor, we put our clients needs first, above all else.
|Firm Start Year:||2005|
|Name of Custodial Firm:||Charles Schwab & Co.|
|States Licensed in:||PA|
|Number of Years with Current Firm:||7|
|I work with the following types of clients:||Businesses, Non-profit, Individual Investors|
|Investment Types:||Exchange Traded Funds (ETFs), Annuities, Mutual Funds, Bonds, Stocks, Insurance|
|I can meet clients in the following ways:||At my office, At your office, At your home, Via Email, Via Phone|
Qualifications & Memberships
|Financial Organization Memberships:||Investments & Wealth Institute|
|Assets Managed by Firm:||$900 million|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Organization:||Phoenixville Country Club Phoenixville, Pa.|
|Position :||Long Range Planning Committee Member|
Peter became a member of the HFA team of financial advisors in 2014. In his role as a financial advisor, he develops, manages and supports client relationships. He shares the firm's values of integrity, transparency and putting clients' interests first.
Prior to joining Hoover Financial Advisors, Peter was an Investment Advisor with Morgan Stanley. Before that, he held National Account positions with several prestigious firms, including Turner Investment Partners and Brandywine Asset Management. He began his career as an Investment Advisor with Prudential-Bache Securities in Philadelphia.
Pete earned the Certified Investment Management Analyst (CIMA®) Designation, an executive education program offered in conjunction with The Wharton School, University of Pennsylvania. CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective guidance to individual and institutional investors.
Peter's vast experience in financial services broadens his perception and understanding of HFA client experiences and requirements. HFA's acclaim and high regard among industry professionals and clients strengthen his product and service deliverables.
Peter is a native of Montgomery County, Pa. He currently resides in Devon, PA, with his wife Jane and three children.
John Furey CPA, JD, LLM
Gerald Fahey CFP, EA
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|