Tim Hicks
CFP®
Hicks Financial Partners, LLC
Financial Planner / Investment Manager
Tim Hicks
CFP®
Hicks Financial Partners, LLC
Financial Planner / Investment Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Tim Hicks, CFP®
Fee-Only financial planner located in North and South Carolina, serving clients locally and across the country.
Investment advisor representative of and investment advisory services offered through Hicks Financial Partners, LLC, a Fee-Only registered investment advisor. Tel: (910) FEE-ONLY. Hicks Financial Partners, LLC may offer investment advisory services in the State(s) of North Carolina and in other jurisdictions where exempted. Investing involves substantial risk and has the potential for partial or complete loss of funds invested. Investments mentioned may not be suitable for all investors. Before investing in any investment product, potential investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation.
As a fee-only, fiduciary, and independent financial advisor, Tim Hicks is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Tim Hicks, CFP® is a Southern Pines, NC fee only financial planner at Hicks Financial Partners.
I started Hicks Financial Partners, LLC in order to provide fiduciary, fee-only financial planning and investment management.
I want to help you bring clarity to your financial well-being. I want to know your goals and priorities. I want to find out where you want to go; I call this your destination. I want to align your goals, priorities, and destination with your money.
My life experiences are a big part of what I bring to your table. I earned a Computer Engineering degree from North Carolina State University in 1999 and for 15 years worked as a Software Engineer and Software Architect for Fortune 500 companies. However, my interest was always in helping others and truly making a difference in their lives. I was not initially sure how to enter the Financial Services industry and act only as a Fiduciary but that was my one and only goal. I am delighted to be part of a growing trend where the primary focus is to act in the best interest of our clients at all times and serve as a Fiduciary. In my opinion, that is the way it should always be when helping other with their finances but unfortunately many times that is not the case.
I live in Southern Pines, NC with my wife and three kids. We love to spend time as a family at our beach house in Sunset Beach, NC and participate in sports activities and serve in our local church.
As a financial planner of Garrett Investment Advisors, an SEC-registered firm, our goal is to provide competent, objective financial planning and investment advice accessible to all individuals.
MISSION
At Hicks Financial Partners, we want to discover what is important to you and see your vision of where you want to go with your money and provide you with the planning to get there.
WHAT WE BELIEVE IN:
- Integrity: To be honest and fair.
- Objectivity: Unbiased and data driven information.
- Confidentiality: Our relationship will be built on trust.
- Professionalism: We will engage in the most professional manner.
- Authentic: Be who you are
- Clarity: Easy to understand and remember
- Simple: Is usually better
- Financial Planning: is an ongoing process
OUR PHILOSOPHY:
- Do the right thing. If you do the right thing you generate trust.
- Do everything to the best of your ability with the time allotted. This means the little things. They make a difference. This is a commitment to excellence.
- Duty of care for client. We are a strong supporter of the Fiduciary Standard and Oath.
WE WILL…
- Place our clients’ best interests first
- Act with prudence; with the skill, care, diligence, and good judgment of a professional
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Timothy Hicks is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Tim Hicks is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Tim Hicks is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Tim Hicks is a member of the Garrett Planning Network. Click here to learn more.Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
Contact Tim Hicks
Office Locations:
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225 N. Bennett Street
Suite G
Southern Pines, NC 28387 -
1107 Hylton Heights Rd.
Manhattan, KS 66502 -
4000 S. Faber Place Drive
Suite 300
Charleston, SC 29405 -
5000 Centregreen Way
Suite 500
Cary, NC 27513 -
555 S Magnum Street
Suite 200
Durham, NC 27701 -
10239 Beach Dr.
Suite 20
Calabash, NC 28467 -
1213 Culbreth Dr.
Wilmington, NC 28405
