Helping you cross the bridge from working to retirement

Learn more about why we love our jobs.

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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 2021

Also included in 2020, 2019, and 2018

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Congratulations to James Mayer, Jr. on his selection to the 2021 Forbes Best-In-State Wealth Advisors. Click here to view the listing.

The Forbes Best-In-State Wealth Advisors ranking algorithm is based on 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 ranking. Investment performance is not a criterion.

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.

Meet Our Team

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, Forbes, Barron's, and others. We believe recognitions like these are only possible because of our clients.

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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.

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Contact Us

We look forward to meeting with you to explore how we can help you realize your life and investment planning goals.
Please call us today to get started.