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True Wealth
Ready to bring clarity and confidence to your finances so you can better enjoy your wealth?
Serving the needs of high net worth entrepreneurs/business owners for the last 30+ years. Ready to Get Started?
Why Hyre Personal Advisors?
Fiduciaries
We're committed to acting in your best interest.
Fee-Based
With no hidden fees, our pricing is transparent.
CFP Professionals®
Jim Hyre, CAP®, CFP®REGISTERED PRINCIPAL, RJFS
I am the Branch Manager and RJFS Registered Principal at Hyre Personal Wealth Advisors, which I founded in 2005. With over 30 years of experience, my goal is to help clients make wise financial decisions and serve as their financial advocate. Prior to founding Hyre Personal Wealth Advisors, I served as Branch Manager for a large investment bank.
Opening my own firm gave me the freedom to offer a different and better client experience. Traditionally, many financial advisors have focused ONLY on numbers: how much you’ll need and when you’ll need it. But that approach ignores one important truth: we don’t live our lives by numbers, and money itself does not make us happy. In other words, this approach sometimes fails because it largely ignores the emotions that are often involved in making financial decisions, especially during life transitions.
My team and I take a more comprehensive approach…it’s what they call True Wealth. We understand that life transitions are inevitable, so it is our mission to help clients make wise financial decisions BEFORE they face transition and WHILE they are in transition. We help you think clearly, analyze all your options, and avoid making decisions you may later regret.
WHAT WE DO
Helping You Attain Your Own True Wealth
FINDING TRUE WEALTH
ESSENTIAL COMPONENTS OF A FINANCIAL PLAN
FIDUCIARIES: LOOKING OUT FOR YOUR BEST INTEREST
WORKING WITH A CFP®
True Wealth - It Begins With You
At Hyre Personal Wealth Advisors, we think of True Wealth as something bigger than just numbers. We believe True Wealth means you have clarity about your life’s goals and the confidence in knowing how you can fulfill them. Our True Wealth Process is designed to do just that - to help you think clearly, analyze all your options, and make sound investment decisions so you can enjoy your wealth and live your best life.
The True Wealth Process
The five steps of our True Wealth Process provide the framework and method to help you worry less and enjoy life more on your journey to financial confidence.
STEP ONEIdentify & Prioritize Your Goals
During this step, we encourage you to dream about what brings you happiness in life. Starting with identifying big themes that resonate with you, like spending time with your family, traveling or giving back to your community, we can then help you create specific goals. The more specific you can be with identifying goals and setting a time frame, the more clarity your True Wealth experience will have.
STEP TWOTake Inventory
This next step usually starts with a financial inventory of your savings and investments, but should also include things like work experience, skills and education.
STEP THREEIdentify & Qualify Your Gaps
This step takes a critical look at where you are today and the goals you identified in the first step. By identifying and qualifying the gaps, we can determine what adjustments are necessary to help you reach your goals. These adjustments might mean a different approach to your investments. For others, it may mean re-prioritizing your goals. In the end, it will result in a clear path forward.
STEP FOURMake a Plan of Action
Now it's time to begin implementing your plan. It is likely that specific actions will be required to get your plan started, and having clearly defined actions will turn your plan into reality.
STEP FIVEReview & Adjust
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Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC / Privacy Policy. Hyre Personal Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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