Personal, One-on-One Service
We are positioned to offer more personalized client service than larger firms are able deliver. More attention to you and to your goals will mean better results.
Client Communication
We are committed to personal, direct, and frequent communication with our clients; which is one of our hallmarks.
We Assist Our Clients in
Addressing Questions such as:
1. What are my financial goals now and for retirement?
2. How much market risk tolerance is appropriate?
3. Do I need regular income? How much and when in the future?
4. How diversified should my assets be?
5. Who will be holding my assets as custodian?
6. How do I incorporate my estate and tax plans and charitable giving strategies into my portfolios?
When I retired from a busy medical practice in 2012, my trusted CPA recommended three financial advisors. Jon Tingey of Tingey Advisors stood out from the start. After one meeting—his warm handshake, sound investment philosophy, and clear values—we knew he was the right fit.
Over the years, Jon and the exceptional Tingey Advisors team have provided more than just financial guidance—they’ve offered peace of mind. Their professionalism, responsiveness, and steady leadership have been invaluable through every market condition. Jon’s advice is always insightful, steady, and well-researched. And yes, our investments have consistently grown.
If you’re looking for a financial advisor you can trust, this is the place.
Joyce & Wynn Hemmert, MD
Client