Analysing Data

Hicks Financial

Asset and Wealth Management

Freedom in your finances


we offer financial services to clients with varying portfolios. 

Regardless of where you are on the financial cycle, we can help you reach the financial status that you have always dreamed of. 



President and CEO




Small business consultation 

Financial Assessment

Net Worth 


Debt Consultation


Our goal is to partner with our clients and build long-term trusted relationships. We strive to provide unparalleled client support and unmatched solutions as they move towards their goal to financial freedom.



Kev R

James did an excellent job accessing my financial situation and giving me a plan of action to achieve success.  He was extremely patient while going through every detail to make sure I had a clear understanding of my new budget and goals.

C. Hill

As a mother of 4, I was nervous and ashamed of the situation  I found myself in due to my reckless spending.  But James took the time to show me how to properly balance my accounts and be more disciplined in the way I  handle my finances .  Because of his guidance I am definitely in a better place.

Tara L.

As a young woman I was never taught the importance of  a clear budget and specific financial goals.  I would just spend as I go.  James was able to go through all of my debt and bills and put me on a path to financial freedom and becoming debt free.  I owe him alot.

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