Hobbs Group Advisors, LLC

Hobbs Group Advisors, LLC is a financial planner in Columbia, SC, located at 1727 Laurel St. The firm provides tax-smart financial planning for retirees, business owners, and professionals with complex financial needs. The firm maintains a dedicated team approach and provides investment policy statements, cash management, and board reporting for organizations. It holds a rating of 5.00 based on 2 reviews. The firm was established in 2006 by Peter Pigeon and Mark Hobbs to address client demand for investment and financial planning advice from their CPAs. The business traces its history to 1986, when The Hobbs Group, PA was founded. The firm operates as an independent entity, not tied to a large financial institution, which allows it to provide expert tax advice and holistic financial planning. It specializes in managing investments and providing financial planning to individuals, families, institutions, and retirement plans, with a specific focus on business owners and executives. Hobbs Group Advisors, LLC, has been a fiduciary since its opening, legally obligated to make recommendations solely in the best interest of its clients. The team includes Mark T. Hobbs, CPA, CFF, CGMA, as President and Founder; Peter Pigeon, CFP®, as Chief Executive Officer and Founder; and Garet Strange, CFP®, as Chief Operating Officer and Shareholder. Other team members include Thomas Manly, CFP®; Francesca Passen, CFP®; Marc Murray; Kylee Holderied; Anna Maria Hobbs; Elizabeth Madden; and Amanda Pigeon. The firm meets virtually, in person, or over the phone, utilizing Microsoft Teams and Zoom. It typically holds two meetings with clients per year, assisting with tax support in the spring and tax planning in the fall. For retirement plan clients, the firm reviews plan design, investment lineup, fees, and education strategy, proposing actions to enhance the plan through design changes and customized participant education. The firm schedules annual fiduciary reviews, education sessions, and plan benchmarking. Hobbs Group Advisors, LLC, combines its fiduciary duty and tax-focused planning to serve the financial needs of Columbia, SC, residents and business owners.

Hobbs Group Advisors, LLC is situated on Laurel St in Columbia, SC, near the UCI Medical Affiliates, Inc. clinic and the historic Friday House, both approximately a tenth of a mile away.

BizScoreAI gives the business a Technical score of 90 out of 100, which means the website is technically sound and secure so search engines can read it without errors. The Authority score is 75 out of 100.

Services:

• Business Retirement Plans
• Comprehensive Financial Guidance
• Institutional Asset Management
• Tax-Smart Financial Planning
• Wealth Management