As an independent wealth advisory firm our singular focus is on the client. We do not have mandates from a corporate home office on how to serve clients, manage portfolios or use proprietary products. We work with our clients to find the strategy that bests suits them, and then, through planning, execution, and adaption of that strategy keep them on track.
Our goal is to enhance your financial independence.
Managing Director
Justin Souma is both a CERTIFIED FINANCIAL PLANNER™ and an Accredited Asset Management Specialist™. He began his career as a financial advisor in 2004 with A.G. Edwards & Sons in Charlotte, NC. Holding securities licenses Series 7, 66, and 24 through LPL Financial, Justin also has various Life and Health insurance licenses for many states. The Highlands/ Cashiers area has been home for Justin since 2015 and he is active in the community, having held several board positions for non-profits and currently enjoys being a Rotarian in the Rotary Club of Highlands. When he is not in the office, he can be found on hiking trails, fishing local rivers, or on his tractor!
Client Services Associate
A life long resident of Highlands, Barbara has an extensive background in financial services. Her finance career began at Bank of America in 2009 where she eventually served as the assistant branch manager in Highlands. She joined Justin in 2019 . Now as a Client Service Associate, Barbara manages the Client Experience while keeping the office running smoothly.
Copyright © 2024 Hickory Ridge Wealth - All Rights Reserved.
Securities and advisory services offered through LPL Financial, Member FINRA/SIPC
476 Dillard Road, Highlands, NC 28741
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