The Huffman-Mayer-Paolo Wealth Management Group of Wells Fargo Advisors brings 150 years of collective experience to providing personalized guidance that helps clients meet their investment planning goals.
Once Again Named as One of Forbes' Best-In-State Wealth Advisors List in 2022
Also included in 2021, 2020, 2019, and 2018
Congratulations to James Mayer, Jr. on his selection to the 2022 Forbes Best-In-State Wealth Advisors.
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria
Huffman Mayer Paolo Named as One of Forbes' Best-In-State Wealth Management Teams in 2023
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria
Our People
Our office consists of a fully integrated team of financial professionals, with a cumulative total of over 150 years of experience in the financial services industry. Our advisory team includes a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Specialist, an Accredited Asset Management Specialist, and an MBA.
Our Accolades
Year after year, we continue to be recognized by our peers, our firm, and our industry for the diligence we display in helping guide our clients toward prosperity. Members of our team are honored to have been recognized by Wells Fargo Advisors. We believe recognitions like these are only possible because of our clients.
Our Process
Over the past three decades, we have developed and carefully refined our investment process. While the specifics of every individual and family we work with are different, there are many common elements in how we work with clients. We are committed to delivering a comprehensive plan to help our clients achieve their individual goals.