About Us | Haynie Wealth

Who We Are

Haynie Wealth Management is a full-service Registered Investment Advisor offering tax-efficient retirement planning. Our team recognizes that personal finances are just that – personal. We take pride in bringing clarity, simplicity, and effective solutions to your complex financial questions.

Our Approach

We understand that a personalized financial plan is about much more than portfolio performance. We utilize a combination of tax and investment planning to manage risk through strategic portfolio diversification and maximize after-tax returns. Our planning serves as a guide to take you from where you are to where you want to be.

Our Mission

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

Our Strategy

Our strategy is simple: Exceeding Expectations. Providing excellent service is our highest priority.

Our Vision

To incorporate expert tax planning into every retirement plan, emphasizing excellent communication and transparency.

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 strive for a culture of loyalty, trust, and service within our firm and with each of our clients

Integrity

We take pride in being transparent, honest, and acting in our client’s best interest

Excellence

We seek to exceed our client’s expectations of service, care, and competence

Teamwork

We cultivate a network of specialists to ensure our clients receive the best advice in all areas of their financial plan