Overview

Hicks & Associates is a private wealth advisory practice of Ameriprise Financial Services, Inc. We've been in practice for close to 20 years. We are big proponents of fee-based relationships, as evidenced by our revenue mix. However, we also believe that protection planning is critical to a well rounded financial plan. We also believe that while there are six main areas of financial planning, they are not equally weighted. We believe that investment management competency is absolutely essential if we are going to serve our clients well. To that end, the founder of Hicks & Associates is Chartered Market Technician (CMT).
Finally, we believe that if we put our clients' interests ahead of our own, that mentality will serve us well over the long term. This has been our worldview from the beginning.

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