JM
Joel Mathews
Investment Advisor at Hokin Investment Advisors
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Work Experience
Investment Advisor
Jul 2014 - Present · 10 years and 5 months
Chief Compliance Officer
Mar 2024 - Present · 9 months
ClearThink Securities
Managing Director
Jun 2023 - Present · 1 years and 6 months
Company Details
Hokin Investment Advisors is a privately-held, registered investment advisory firm located in Northbrook, Illinois. In addition to providing Investment Management services, we also offer comprehensive Financial Planning. While these areas have traditionally been dealt with separately, as if they were completely unrelated fragments of life, we believe they are dimensions of life that can be integrated and managed to produce your own good life. HIA clients have the unique opportunity to take advantage of these offers independently or in any combination. At Hokin Investment Advisors, you will find a team of caring, down-to-earth professionals with expertise in investment management and financial planning. Our combined intent is to help you turn your hope for a good life into a plan of action with a cohesive, momentum-based strategy designed to help you maximize your performance now and as you move into the future. As with life, investing and planning for your future can be an uncertain journey. For over 20 years, we have combined our rigorous and disciplined investment methodology with insightful financial planning to consider the totality of our clients’ financial lives. It’s what we know is required to successfully navigate life’s many transitions and the complexities of investing in today’s globalized world. We invite you to explore our site and learn about our team, our perspective, and how our comprehensive approach to wealth management can add more certainty to your financial future.
Year Founded
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Social Media
Linkedin
Industry
Financial Services, Insurance and Employee Benefit Funds, Finance and Insurance
HQ Location
707 SKOKIE BLVD Northbrook, Illinois 60062, US
Keywords
life insurancelife insurance productinvestment advisorywealth managementterm life insurancecover keylife insurance planningannuity productslife insurance productsplan retirement planning
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Contact Details
  • Email AddressJ**@hokinadvisors.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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