Hudock Moyer Wealth Management

Barbara Hudock, Managing Principal and Founding Partner, has been listed in the following Barron's Winners Circle rankings: Barron's Top 100 Independent Financial Advisors¹, Barron's Top-100 Women Financial Advisors² and Barron's Top-1000 Advisors³. 

Business Philosophy  Our goal is to provide each client with quality advice, sound results and exceptional service at every stage in life, and for generations to come.  Our select clientèle includes affluent individuals and families, successful businesses and foundations.

At Hudock Moyer Wealth Management, we help successful individuals and families create, execute and monitor life plans.  These plans include the setting and monitoring of retirement goals, planning for educating children and/or grandchildren, plans for transitioning wealth most effectively to families and other heirs, and establishing philanthropic legacies.  These core components are combined with many other unique planning tools that allow us to tailor our efforts to the needs of the individual client.

Our core purpose is to help you live your life in the best way you can without undue financial sacrifice or overexposure to risk.  Steven R. Covey, a noted author and business consultant, observed that many people spend their lives and careers climbing ladders of success, only to discover that they have their ladders against the wrong wall.  We work in tandem with the client to help make sure the ladder is against the appropriate wall, and then to develop a strategic plan and assemble the right people, so that clients may be better able to achieve their own definition of success and fulfillment.

Portfolio performance and client service and satisfaction are the primary business objectives of Hudock Moyer Wealth Management team members, who have over 220 years of total experience in the industry. Hudock Moyer Wealth Management (HMWM) has approximately three hundred fifty million ($350,000,000)⁴ in assets under management. The team works with clients to develop comprehensive investment plans to help achieve their goals.

Our passion is to make a profound difference in the lives of the clients we serve, in our teammate's lives and in our communites. Our mission is to help our clients define and achieve their financial goals and distinguish ourselves by consistently exceeding client expectations and improving the quality of our clients' lives.

¹ The rankings reflect each advisor's assets under management, his or her contribution to the firm's revenues and profits, and indications of service quality. Assets managed for institutions are not counted toward the score. Many of the top independent advisors head up firms, however, their scores were based on assets in accounts that they oversee themselves. Portfolio performance isn't a criterion, because many advisors don't have audited track records.

² Criteria was based on quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance isn't criterion because most advisors do not have audited track records. 

³ The number of advisors shown for each state is based on the total population of the state, so larger states have larger listings. The rankings reflect assets under management, revenues, quality of the advisors practices and other factors. Total assets are all assets overseen by the advisors team, including some that are held at other institutions. Assets managed for institutions are given less weight in the scoring. Portfolio performance is not a criterion because most advisors do not have audited track records. Criteria was based on more than 3000 filtered nominations from more than 100 investment, insurance, banking and other related independent financial service firms.

⁴ As of 12/31/2008