Advice For Life

DiscoveryPlanningSolutionsMonitoring

Pr1me Numbers Logo

go independent

For more information click here.

At Haire Bohmer, we recognize that there's nothing quite as personal as your finances.  So we take a personal interest in you, too. You see, it's as important to us to know your hopes and dreams as it is to identify your financial goals. After all, the better we know you, the better we'll be able to plan to make those dreams happen.

While personal service is always a guaranteed dividend at Haire Bohmer, it is our objective advice, our full complement of independent financial services and our solid relationship with LPL Financial - the nation's premier broker/dealer - that make us the firm to guide you toward the financial freedom you want.

David HaireA Message from the President

Selecting a financial advisor to guide your investments demands careful consideration. After all, you’ll be working closely together to reach your personal goals – goals that may include preparing for a secure retirement, supporting aging parents, educating your children or planning your estate.

At Haire Bohmer Wealth Management Group, we have the team in place to help meet your varied financial needs. Our wealth management team includes Certified Public Accountants, Certified Financial Planners and Certified Fund Specialists along with a knowledgeable support staff. With more than 90 years of combined experience, we are well-positioned to provide the competent and objective guidance you expect – and deserve – from your financial professionals.

Importantly, we are an independent firm offering no proprietary products. This independence allows us to give you unbiased investment recommendations based on your individual financial objectives. Securities are offered through LPL Financial, the nation’s Number 1 independent brokerage firm*.

Our firm is rooted not only in sound financial principles, but in ethical ones as well.

  • We believe that our client partnerships are the heart of our business.
  • We believe that we must serve the best interests of our clients with honesty, integrity, care and knowledge.
  • We believe that we are more than wealth managers for our clients.
  • We believe that giving is more important than getting.
  • We believe that it is important to listen to our clients.
  • We believe that it is important to develop a high level of trust with clients by anticipating their needs.
  • We believe that caring about our clients is important.

I invite you to learn more about our unique financial services firm through your visit to our Web site. If you like what you learn and feel that we offer the financial services you need -- and the personal service you want -- give us a call.

Sincerely,
David B. Haire


President

* As reported in Financial Planning magazine June 1996-2007, based on total revenues.