Financial Planning &
Wealth Management Services
About Our Firm
WE are different. HLM Financial Services has a unique strategy to building and preserving multi-generational wealth. We understand that there is endless information available about investing, which can be intimidating and time-consuming. Our job is to explain our unique approach to building each custom portfolio and to educate our clients about our decision-making processes. We believe in the fundamentals — both with creating our portfolios and educating our clients. Together we decide how the portfolio evolves over time.
We Educate. Explaining our strategy for each portfolio is one of our greatest priorities. Transparency and knowledge bring peace of mind.
We are independent money-managers. An independent advisor is the most objective in the industry. We have access to nearly all available financial products and securities in the industry without any ties or relationships to any specific company, eliminating conflicts of interest. Most financial advisors operate as asset gatherers rather than money-managers. In other words, the advisor collects the assets, and sends them to a third-party manager who makes the decisions in the portfolio. That’s not our philosophy. All of our custom portfolios are made in-house and are designed and managed by us. This active management style gives us full control to position the portfolios for growth in almost any economic environment.
Our philosophy is to look at the total financial health of our clients, not just disjointed segments. We review the entire picture then educate and advise our clients about the entire picture.
Our mission is to help clients maintain financial stability in the present, while taking a proactive approach to achieve future goals. We prioritize open communication to understand our clients’ needs. HLM Financial Services is dedicated to meeting these goals with high standards of excellence, longevity, and professionalism.
Our dedication to hard work has earned us reputable results and clients in and around the area. We pride ourselves on our attitude, skillset, and attention to customer service. Whether you are a current or prospective client, we can assure you that individuals and businesses who choose HLM Financial Services receive competent and timely advice.
Our top priority is to utilize our experience and knowledge to help our clients. Because we provide a wide range of financial services in collaboration with HLM Financial Group, we offer efficient and consistent service.
Meet Our Team
WORK-GLOVE COMMITMENT TO WHITE-GLOVE SERVICE
Lawrence W. Waller II, CFS
FOUNDER & PRESIDENT, HLM FINANCIAL SERVICES INC.
The team works to maximize investment gains, minimize taxes, and most importantly, communicate clearly and consistently with each other and the clients throughout the process. Larry has been an independent financial advisor since collaborating with HLM, and strives to provide the best possible results and performance for his clients’ goals and needs. He values objectivity, education, transparency, and because of these values, chose to set up his practice as a fee-based practice. Larry often refers to himself as a “unicorn” in the industry, as his passion lies with the nitty-gritty market research that has made him a successful old-school money-manager, creating custom portfolios for each client. His philosophy to building and transferring wealth is through education, fundamental research, ownership in companies, and ignoring the day-to-day drama in the market.
This unique investment outlook has brought him loyal client relationships and results throughout his twenty-year advising career. Larry is a member of the Atlanta Executive Network, the Decatur Kiwanis Club, the Atlanta Chamber of Commerce, the Association of Insurance Professionals, the Atlanta Business League, and the National Black MBA Association. If you are interested in learning more about Larry’s philosophy and how he works with his clients, please contact him at Lawrence.email@example.com.
You Are The Priority
No matter the circumstances, we are committed to putting your interests before our own.
We Make Custom Financial Plans
We do our own technical research, fact-finding, and analysis. We do not outsource sensitive data.
In-House Money Management
We build custom portfolios with no third-parties. We conduct all securities transactions.
Rapport With Small Businesses
We specialize in assisting small-business owners, much like ourselves, and other high-net-worth individuals.