Billy Hufnell,CFP®, CPWA®
Wealth Manager, Principal
He/Him
Billy specializes in guiding high-net-worth clients through complex financial landscapes, with a focus on executives, medical professionals, and dentists. As a CFP® and CPWA® professional, Billy understands the needs of affluent clients and is committed to helping protect and manage the wealth they’ve built while identifying opportunities to grow their assets for retirement and future generations. With years of experience in estate planning, financial planning, and investment management, Billy approaches each relationship with skill and compassion, addressing intricate family dynamics and complex financial decisions. Billy takes pride in learning from each client’s unique situation and collaborating with other professionals to provide comprehensive solutions. His personalized support helps clients navigate transitions confidently, lessening their financial worries so they can enjoy the rewards of their hard work and dedication.
Billy earned a bachelor’s degree in business management from Frostburg State University. In 2023, he obtained his Certified Private Wealth Advisor® (CPWA®) designation. Billy is actively involved in several professional organizations.
What do you value most in your client relationships?
A lot of hard work and building trust over the years means that my clients and their families lean on me for advice and guidance on many of the next steps in their lives, financially and personally. Their families are able to reach out to us for guidance in more than just financial planning.
How do you feel you help to create impact for clients?
Listening effectively and making sure to ask the right questions means you can help solve the problems clients come to you for and allows you to check if other important unknowns are getting missed.
How do you do good in your community?
I volunteer in my city and spend a lot of time with the neighbors, working on improving our Baltimore neighborhood.
When you retire you’re going to…?
Travel to as many different countries as possible and enjoy all the different food this world has to offer. Hopefully, along the way, learn how to cook my favorites!