Financial Planning for a Modern Life
Financial planning and investment management for professionals looking for wealth harmony.
Life is full of big moments. We’ll help you plan for them.
The most beautiful moments in life often bring big changes and important financial questions, most of which no one teaches you how to answer.
That’s where we come in.
You’re building a career, saving diligently, and thinking ahead. But between investing, taxes, home buying, and planning a family, it’s a lot to manage on your own.
At Hunt Wealth, we offer a modern take on financial planning and goal-based investment management.
No product pushing, just personalized advice that evolves with you.
Everyone Deserves a Financial Plan
Whether you’re still building your wealth or looking to make your net worth work harder for you, you deserve professional guidance, proactive planning, and a long-term relationship. Your plan encompasses everything below.
Goals
You’re a long way from retirement, but you’ll have big goals along the way like buying a home, optimizing benefits, or college funding for kids.
Cashflow
Reverse budgeting is a great way to determine what you should be saving, investing, and spending.
Investments
This is often the engine driving your plan forward. We’ll make sure your investments align with your risk tolerance and goals.
Taxes
Taxes are mysterious and important. We’ll give you a full review of your previous year’s return and begin projecting your next year’s liability.
Estate
If you get hit by a bus, what’s going to happen to your loved ones? We’ll help make sure everything is in place in the event of the worst case scenario.
Insurance
Like “sales”, this can be a gross word, but we’re not here to sell you a life insurance policy.
How It Works
Simple, transparent, and built around you.
Step 1: Intro Call
We’ll have a 30-minute call so we can learn more about each other and see if this might be a good fit. First dates can be awkward, but hopefully it’s the beginning of a long, beautiful relationship.
Step 2: Building Your Plan
We dig deeper into your goals, cash flow, investments, taxes, etc. to create a clear roadmap for your financial life. This might take a few meetings, but you can’t rush a masterpiece.
Step 3: Ongoing Guidance
You’ll have your trusted advisor in your corner to help you adapt your plan as your life evolves. We’ll meet at least annually and you can reach out as much as you need.
Hi, I’m Austin Hunt!
I was born and raised in Tampa, FL and I’ve been in the Financial Services industry since 2018. I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Investment Management Analyst® (CIMA®) designations.
I created Hunt Wealth because I believe all successful professionals deserve the same high-quality planning that’s traditionally reserved for only High Net Worth individuals.
This firm was built for people like you: ambitious, thoughtful, and ready to take control of your financial future.
Let’s build something great, together.