Wealth Management & Financial Planning Services

Helping you Make Every Day Count

Brady Martz Wealth Advisors has partnered with HK Financial Services (HKFS) to provide lifetime planning services and to serve your needs in risk management, investment advisory, and financial planning for retirement and the next generation.

HKFS is a planning focused partner that works exclusively with CPA firms and their clients across the country. Like Brady Martz, they believe in the team approach when it comes to providing services to our clients.

Check out our video below.

Wealth Management & Financial Planning Team

Jason Ernst

Financial Planning Consultant

Jon Beehler

Financial Planning Consultant

Monica Murphy

Financial Services Assistant

Advisory account services for an ongoing asset-based fee are offered through HK Financial Services (HKFS), a SEC-Registered Investment Adviser. Brokerage account services for transaction-based fees are offered through ProEquities, Inc., a Registered Broker-Dealer and Member FINRA and SIPC. Brady Martz Wealth Advisors, LLC, is affiliated with Brady Martz & Associates, P.C. (Brady Martz). HKFS, ProEquities and Brady Martz are separate legal entities.

This content is being provided for informational purposes only with the understanding that neither HKFS nor ProEquities is rendering tax, legal or accounting advice. Please consult with your CPA or other appropriate advisors on all matters pertaining to legal, accounting or tax obligations and requirements.

Jason Ernst, John Beehler and Monica Murphy are investment adviser representatives and supervised persons with HKFS. Jason Ernst, Jon Beehler and Monica Murphy are registered representatives with ProEquities. Check the background of these investment professionals on FINRA’s BrokerCheck. http://brokercheck.finra.org/ and the SEC’s Investment Adviser Public Discloser (IARD website HPPTS://www.adviserinfor.sec.gov/IAPD.