About Us

Who We Are

Trusted Financial Partners for Your Retirement Journey

At Haynie Wealth Management, we specialize in helping retirees navigate the complexities of financial planning with clarity and confidence. As a fiduciary-backed firm partnered with Haynie & Company CPAs, we provide personalized retirement strategies that integrate tax-efficient solutions, investment management, and legacy planning. Our experienced team is dedicated to building lasting relationships based on trust, transparency, and results. With decades of combined experience, we create customized financial plans that adapt to your evolving needs, ensuring long-term security and peace of mind.

Meet Our Team

Experienced Advisors Dedicated to Your Success

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Our Partners

We are proud to work closely with our Alliance Partners. These partnerships elevate our capabilities and provide a broad range of tools, expertise, and technical resources.

Haynie & Company

Haynie & Company is a leading tax, audit, and business consulting firm. Haynie & Company specializes in serving Partnerships, LLCs, Corporations, S Corporations, and high net worth individuals. Their clients represent a broad range of industries including Real Estate, Manufacturing, Construction, Professional Services, and Technology.


As a strategic partner, Haynie & Company provides us with consulting services, income tax planning, and estate tax guidance as we develop financial plans. Despite growing to 14 locations across 6 states, Haynie & Company has maintained their small firm values of family and trust. These values align with our strategy and allow us to provide exceptional services to our clients.

Altruist

Altruist is a leading custodian for independent investment advisors. As a modern financial custodian, they are responsible for safekeeping client assets, settling trades, and adhering to a strict set of policy and regulatory requirements. Altruist provides important third-party custodial services such as monthly activity and valuation statements, account administration, tax reporting, distributions and other servicing functions.



With Altruist, you can open and fund your investment accounts in minutes, track your investment progress and view your portfolio’s holdings, and download statements, tax documents, and other essential information in as little as a few clicks. It’s easy, simple, and intuitive.

Our Process

A Personalized Path to Financial Success

Discover Your Goals

We start by listening. Understanding your financial situation, future goals, and family priorities helps us build a personalized financial foundation.

Build a Custom Plan 

Our team develops a comprehensive strategy tailored to your unique financial needs, focusing on long-term success.

Execute with Precision

We implement your personalized plan, managing your investments and tax strategies while keeping you informed at every stage.

Ongoing Support & Adjustments

Life evolves, and so should your financial plan. We provide continuous monitoring and proactive updates to keep your goals on track.

Our Core Values

It’s more important than ever to have a financial professional you can trust. Our focus will always be on building long-term relationships based on our core values of Family, Integrity, Excellence, and Teamwork.

Family

We foster a culture of loyalty, trust, and service, treating clients like part of our extended family.


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Integrity

Transparency and honesty guide everything we do, ensuring we always act in our clients’ best interest.


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Excellence

We are dedicated to exceeding expectations through exceptional service, expert care, and industry-leading competence.

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Teamwork

We collaborate with a network of specialists to provide well-rounded, expert-driven financial solutions for every client.

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Our Culture

Where Expertise Meets Genuine Care

We believe financial planning is about more than just numbers — it’s about building meaningful, lasting relationships. Our team creates a supportive and collaborative environment where clients feel valued, heard, and empowered. We take pride in being approachable, knowledgeable, and dedicated to helping clients achieve their financial goals and create lasting legacies. From personalized consultations to expert-led seminars, we make every step of the financial planning process positive, clear, and engaging.

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Our Mission

To empower retirees through personalized, tax-efficient financial plans. We provide comprehensive guidance, enabling you to navigate retirement with confidence and security.