Broker Check

Alliance 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.

Haynie Wealth Management is a Registered Investment Advisor and our alliance partners are independent from our registration.