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With Us, Your Financial Future is Always in Focus

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Investment Management

Retirement
Planning

Tax Position
Assessment

Life Insurance & Long-Term Care Risk Management

Charitable Giving Strategies

We’re Invested in Your Financial Future

Our mission is to guide you through the intricate world of finance, and to turn the unique complexities of managing your wealth into a straightforward, and empowering journey. Together, and through clear communication and analytical precision, we'll navigate the twists and turns of your financial landscape, ensuring you feel confident and in control every step of the way.

Meet the Founder

Dan Hummert, a CERTIFIED FINANCIAL PLANNER® professional and experienced business owner, leads a premier financial services firm specializing in comprehensive wealth management strategies. With his extensive background in retirement planning and investment management, Dan offers tailored solutions to help clients navigate complex financial landscapes and pursue their long-term goals.

Drawing on years of industry expertise, Dan provides personalized guidance on investment management, risk mitigation methods, as well as retirement and income planning strategies for clients.

In addition to his primary practice, Dan and his wife, Jill, co-founded SmarterWellth, an educational platform designed to demystify financial concepts for a broader audience. This initiative underscores Dan's commitment to financial literacy and empowerment beyond his core clientele.

At the heart of Dan's practice is a dedication to building lasting relationships with clients, offering not just financial advice, but a partnership focused on long-term success and confidence.
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Meet the Hummert Financial Team

We believe financial planning is about more than just numbers—it’s about people. Our team of dedicated professionals is here to ensure you always feel supported, heard, and confident on your financial journey. We’re proud to be your valued partners, working together to guide you toward the future you’ve dreamed of.

Our Difference is Grounded in Our Values

Build a Lasting Partnership

Building strong, enduring relationships is at the heart of what we do. Together, we’ll work towards your long-term success.

Embrace Trust and Transparency

Hummert Financial is dedicated to providing honest, comprehensive information and support. Transparency is at the core of our approach, ensuring that our clients can make informed decisions concerning their money with confidence.
Man using a digital tablet.

Enjoy Holistic Financial Wellness & Confidence

Experience a commitment to your financial well-being that brings confidence, allowing you to focus on what truly matters in your life.

Expect Tailored Solutions
& Transparent Communication

Every financial landscape is unique, so expect personalized strategies that simplify complex wealth management. Enjoy clear conversations that break down intricate concepts, ensuring you feel informed and confident in your decisions.
LPL Financial logo.
We are affiliated with LPL Financial (NASDAQ: LPLA). LPL offers an integrated platform of technology, brokerage, and investment advisor services to more than 28,000 financial professionals and approximately 1,000 financial institutions, serving more than 8M investors.

LPL Financial does not offer proprietary investment products or engage in investment banking activities. Advisors construct portfolios and choose investment managers that are in their client's best interest. Hummert Financial is a fiduciary in advisory relationships.

To learn more about LPL Financial Click here.
With us, your financial future is always in focus.

Dan Hummert, CFP®, CRPC®,
with LPL Financial

Learn More About Us

Our Straightforward 3-Step Process 

1. Initial Consult

Laying the Foundation for Financial Planning

Begin with a comprehensive discussion to understand your financial goals and current situation while laying the foundation for a personalized financial strategy. From this first step, you'll feel the weight being lifted off your shoulders, knowing we’re here to craft a plan that’s not just about numbers, but about your unique vision and needs for the future.

2. Holistic Planning

Crafting a ‘Living-Breathing’ Financial Roadmap

With a full understanding of your goals, we’ll create a living, breathing financial strategy that adapts as your life evolves. Whether it’s managing investments, planning for retirement, or protecting your legacy, we’ve got every detail covered so you can focus on enjoying today while we guide you financially towards your tomorrow.

3. Ongoing Care

We’re Here, Every Step of the Way

Breathe easy knowing that we’re regularly reviewing and fine-tuning your financial strategy, making timely adjustments to keep you on track. Whether the market shifts or your personal goals evolve, we’re here to ensure your financial path stays clear and steady—so you can feel confident in your future.
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Whether you have questions about investment strategies, retirement planning, or navigating complex financial landscapes, we’re ready to strategize with you.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.