Fiduciary, Fee-Only, Wealth Management
Transforming your business equity and succession planning into long-term financial security
We are here to serve you, business owners
Hoeven Wealth, LLC is a fiduciary, fee-only, registered investment advisor.
We know that financial planning looks different in leadership roles. Personal financial goals need to be balanced with the financial health and growth of your firm. A comprehensive financial plan should include retirement planning, investment strategy, risk management, and tax optimization, while optimally incorporating business continuity and exit planning.
Many people make the mistake of jumping into macro decision making before addressing their financial baseline. Hoeven’s services are specifically designed to help you across your entire financial picture. Our expert team provides tailored strategies to help you navigate your financial future with confidence and precision.
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
