Huffman Wealth Management Logo

Feel Confident
about what comes next.

We're a small, independent team who help people nearing retirement make smart, steady decisions about their money.

Illustrated view of a lake

Retirement is a lot to sit with on your own.

The big questions, whether you're really on track, what happens if things change, don't come with easy answers. Most people carry them quietly for a lot longer than they should.

At Huffman Wealth Management we ask real questions and listen closely, because a good plan starts with understanding your life, not just your accounts.

That means sitting down, talking through what matters to you, and being honest, even when honest isn't the easiest thing to say. We built this firm to stay independent, so the advice we give you is only ever about you.

Illustrated image of a bench in front of a lake

We started this firm independent on purpose.

We didn't want to be tied to anyone else's agenda but yours. We believe good advice should feel honest, not rehearsed. And we believe the real measure of a plan isn't how big the number gets, it's whether you feel steady, and whether the people you love are taken care of, no matter what happens.

Here's how we get started.

1

Let's talk.

A short, no-pressure conversation to get to know each other and see if we're a good fit.

2

We get into the details.

We'll go through everything, your accounts, your goals, the stuff you've been putting off, and start putting a real plan in place.

3

We stick with you.

Life doesn't stand still, so neither do we. We'll keep checking in and adjusting things as your life changes.

Questions people usually ask.

Do I need a certain amount of money to work with you?

How do you get paid?

Do you actually prepare my taxes, or just talk about them?

What happens on the first call?

I already have a financial advisor. Is it weird to switch?

Let's talk about what comes next.

Securities offered through Charles Schwab & Co, Inc., Member SIPC. Investment Advice offered through Huffman Wealth Management, LLC an Ohio Registered Investment Advisor and separate entity from Charles Schwab. Registration does not constitute an endorsement of the firm by Ohio Division of Securities, Securities and Exchange Commission, or any other state or federal entity, nor does it indicate that the advisor has attained a particular level of skill.

© 2026 Copyright Huffman Wealth Management

Securities offered through Charles Schwab & Co, Inc., Member SIPC. Investment Advice offered through Huffman Wealth Management, LLC an Ohio Registered Investment Advisor and separate entity from Charles Schwab. Registration does not constitute an endorsement of the firm by Ohio Division of Securities, Securities and Exchange Commission, or any other state or federal entity, nor does it indicate that the advisor has attained a particular level of skill.

© 2026 Copyright Huffman Wealth Management

Securities offered through Charles Schwab & Co, Inc., Member SIPC. Investment Advice offered through Huffman Wealth Management, LLC an Ohio Registered Investment Advisor and separate entity from Charles Schwab. Registration does not constitute an endorsement of the firm by Ohio Division of Securities, Securities and Exchange Commission, or any other state or federal entity, nor does it indicate that the advisor has attained a particular level of skill.

© 2026 Copyright Huffman Wealth Management