HILPAN MOXIE WEALTH MANAGEMENT, LLC

Overview

Hilpan Moxie Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs both discretionary and non‑discretionary strategies, with a clear tilt toward equity exposure and exchange‑traded instruments. Compensation is a mix of percentage‑of‑AUM fees and fixed fees, reflecting a hybrid billing approach suited to wealth management and planning engagements. Investment practice centers on liquid, exchange‑traded equities and ETFs as the core of client portfolios, supplemented by external alternative real estate allocations. The adviser does not position itself as an ESG specialist and does not operate as a multi‑state or pension consultant adviser. Management is owner‑driven and the client base is primarily individual and family relationships.

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