Mission Statement

We help families and businesses identify what is important to them, define priorities, discuss stresses around each, and construct plans to position them in a better financial position now and for the future.

Core Values

  • Relationships
  • Integrity
  • Passion
  • Knowledge


HTP is a relationships-based firm.  We believe strongly in knowing our clients and their families well so that we may help them with what in their lives are most important.  We are always client first in our practice.


HTP is committed to a fiduciary standard and act in the highest standard of personal conduct.  We inform clients of all the services we provide and fully disclose all compensation and fees applicable. 


HTP is a team of professionals passionate about what we do to improve the lives of our clients.  We continuously are looking for ways to improve, grow, and adjust in order to serve the needs of the families who hire us. 


HTP promotes a culture of learning and development.  We maintain many professional designations and dedicate time to further our education for the benefit of the clients we serve.