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Hobart Financial Group

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Overview

$1,000+

Min Project Size

< $25/hr

Avg Hourly Rate

250 - 999

Employees

2010

Year Founded

ABOUT HOBART FINANCIAL GROUP

Hobart Financial Group

Hobart Financial Group is an independent financial advisory company committed to offering tailored services with unwavering integrity.

Languages Spoken
English
HIGHLIGHTS

$1,000+

Min Project Size

< $25/hr

Avg Hourly Rate

250 - 999

Employees

2010

Year Founded

Services
Focus
Industries
Clients
Services Provided
70% Financial Advisory & Consulting
30% Wealth Management

About the Team

OUR STORY
Hobart Wealth, founded by Chris Hobart, emphasizes clear and personalized financial guidance rooted in integrity and tailored to individuals, not just portfolios. As fiduciaries, the firm prioritizes clients’ best interests, offering transparent advice without product bias. Their unique Golden Paperclip Process™ thoroughly integrates clients' financial aspects, identifying inefficiencies and crafting customized roadmaps for growth, income, protection, and tax efficiency. Education empowers clients to make informed decisions, while technology and innovation enhance service. The team comprises seasoned professionals committed to proactive, transparent, and client-focused planning. Hobart Wealth fosters enduring relationships through regular communication, adapting strategies as life evolves, ensuring confidence and clarity throughout clients' financial journeys.

Projects & Clients

Project Size & Rate

Minimum Project Size

$1,000+

Average Hourly Rate

< $25/hr

Locations

Headquarters

7733 Ballantyne Commons Parkway

Charlotte, North Carolina, United States 28277