Fiduciary, Fee-Only, Wealth Management
Transforming your business equity and succession planning into long-term financial security
Hoeven Wealth, LLC is a fiduciary, fee-only, registered investment advisor.
We understand that your business and your personal finances don't operate in isolation. Hoeven is designed to serve your whole picture, helping you build toward security and legacy with a plan that's designed around your family and your business.
We are here to serve you, business owners
How we help
Liquidity & Legacy
Transition - Balance growth and liquidity through intentional planning around business sales, succession timing, and retirement.
People - Connect wealth decisions to the people you care about through trusts, education, gifting, and legacy preservation.
Planning & Structure
Coordinate - Unify your personal and business planning. We serve as a single point of contact across your financial picture.
Taxes - Turn complexity into opportunity with deliberate entity, compensation, and equity planning.
Diversification & Strategy
Execute - When wealth is concentrated in your company, we reduce risk through thoughtful, personalized, investing.
Risk - Eliminate gaps in share titling, key person life insurance, buy-sell funding, and equity concentration.
Recent Publications
