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Founder Paul A. Hundt entered the financial services business when he joined a large national brokerage firm in December 1969. Paul soon learned that serious investors are primarily interested in achieving their specified goals, usually including financial independence and often college education of their children, shorter term consumption objectives, and other goals.

Accordingly, each client of Hundt Financial is initially carefully interviewed about their finances and aspirations before any discussion of financial recommendations. After a financial plan is written and explained to the client, implementation can begin and is then completed by Hundt Financial.

Hundt Financial has written and updated, when clients' situations change, thousands of plans since 1973. This very broad experience with many individuals and their entities is a very important resource now available to all new clients.

Paul, a CERTIFIED FINANCIAL PLANNERTM professional since 1978, offers this rich background while associate Peter Hundt has 15 years of financial planning experience, all at Hundt Financial.

Paul entered the profession in 1973, when professional financial planning services were a new idea, because he deeply believed in the wisdom of personal financial planning and continues to believe it’s the best way for people to be more confident of one day achieving his or her financial goals.

Who We Are

Founded on principles that place the utmost value on clients’ financial goals and objectives. We’re in the business of building solid, long-term relationships that are based upon trust and lifelong continuing attention to a client’s affairs.

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How We're Different

We take each relationship and each client’s objectives very seriously and are motivated by witnessing the joy experienced when clients make strides toward and then achieve their goals. Our clients become our friends and our friends often become our clients. The important financial services relationship is that between the personnel of Hundt Financial and each client – not that between some large impersonal corporate institution to whom you or we are usually not too important. The personal relationship between our planners and you is one that we strive to make productive, enjoyable, and enduring.

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Our Services

Interviewing, collecting data, drafting the plan, implementing the plan, and then lifelong monitoring of your financial affairs and progress. Clients are provided with a Hundt Financial investment report four times per year and a follow-up phone call from our office after each report. Office meetings with your planner are available at any time at no added cost to you. At least one meeting per year is recommended. Financial educational seminars for clients are held from time to time and at least once yearly.

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