About Us

At HL Ormond & Company, our client relationships are the focus of all we do and are characterized by mutual trust, superior service, excellent communication and personal enjoyment. We advise clients through active asset allocation, informed money manager selection, ongoing portfolio monitoring and seamless execution. We can offer you an array of investment services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

Our principal belief is that everything begins with a well-designed financial plan. We’re highly adept at seeing the big picture of your financial life, and then addressing all the details that make the plan work – including identifying and addressing any gaps that may have previously been overlooked.