Who we are
Our key pillars are simple:
Hoeven Wealth is an independent, fee-only, registered investment advisor specializing in financial planning and disciplined, long-term investment management services. Hoeven provides advisory services through XYPN Sapphire, an SEC-registered investment adviser. Our client-centric approach ensures you can expect our expertise and objectivity to be both personal and responsive.
Fiduciary
Each advisor signs a fiduciary oath, and beyond that we are legally bound to put your best interests first. Unlike a brokerage firm or investment bank, the advice we offer is focused on putting our clients’ best interest first.
Limited Clientele
You are our focus, and we want to ensure that remains the case. Fiduciary advisors are required to meet with their clients once a year, we don’t think that’s nearly enough. So, we take pride in capping our client number to enable us to focus on you and your family for generations to come.
Independent
We remain wholly independent from outside ownership or investors. This means we are client obsessed, not growth obsessed. It also means we have no misaligned incentives and can select from any money manager, mutual fund company, record keeper, product, or service provider.
Brennain van der Hoeven
Principal, Wealth Advisor
After a decade of experience across mergers and acquisitions, IPOs, SPACs, ESOPs, and other business critical transition decisions, Brennain saw a recurring problem: most people start planning too late. To fill this void, Brennain set out to build a premier fee-based, fiduciary, wealth management firm focused on business owners navigating these very transitions. Drawing from his own personal experiences, he focused on creating an organization that could provide comprehensive and integrated investment management, financial, tax and estate planning, and business advisory services. Today, Hoeven Wealth has a comprehensive network of partners to ensure continuity and consistency across your financial life.
Though originally from the Netherlands, Brennain is nearly a lifelong native of the Northwest. He completed his undergraduate degrees in Accounting and Business Administration at University of Washington and postgraduate in Financial Strategy at University of Oxford, graduating with Distinction.
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