HMV Wealth Advisors’ (HMV Wealth) purpose is to address clients' most significant concerns and assist them in reaching their goals and objectives by offering independent and objective advice, under a fiduciary standard, guided by our unique understanding of your financial situation and tax planning needs. We serve individuals and businesses across the Ark-La-Tex region — including Shreveport and Monroe, Louisiana, and Longview, Texas — as well as clients nationally. Our core wealth management services focus on wealth accumulation, preservation, and disposition strategies, with an emphasis on what can be controlled: expenses and taxes. With efforts in keeping investment fees and taxes as low as possible, we aim to bring risk‑adjusted, market returns to our clients in the most tax‑efficient and low‑cost manner possible. As a wholly owned affiliate of Heard, McElroy & Vestal, LLC, one of the region’s largest accounting and business consulting firms, HMV Wealth is dedicated to helping businesses and individuals reach their full wealth potential. As part of this mission, HMV Wealth would like to provide a complimentary second opinion on your financial well‑being. If you have questions about wealth management or would like to explore how these services may support your financial goals, please include your name or company name, a brief description of your situation, and the best contact information when messaging us. We look forward to hearing from you.
Specializing in: - Investment Securities - Investments - Mutual Funds - Retirement Planning Services - Financial Planning Consultants - Financial Services - Investment Advisory Service - Annuities & Retirement Insurance Plans - Stock & Bond Brokers
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Making Sense of Investing Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
HMV Retirement Plan Advisors (HMV RPA) consults with employers on the design, implementation, and ongoing management of qualified retirement plans for organizations across the Ark-La-Tex region — including Shreveport and Monroe, LA and Longview, TX — as well as employers with operations beyond the region. We support organizations through every phase of a retirement plan’s lifecycle, from initial plan design to ongoing compliance and plan termination. Our services include plan analysis, fiduciary and compliance support, provider evaluation, and ongoing plan consulting. We work closely with business owners, executives, and HR teams to ensure retirement plans align with organizational goals, regulatory requirements, and long‑term workforce strategy. HMV RPA is an affiliate of Heard, McElroy & Vestal, LLC. Our services are focused exclusively on employer‑sponsored retirement plans and do not include individual investment management or personal financial planning. If you have questions about employer‑sponsored retirement plans or would like to discuss your organization’s needs, please include your name or company name, a brief description of your needs, and the best contact information. We look forward to connecting.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
