HUB Investment Partners
Crafting the life you envision. One financial step at a time.
From your personal financial success to your organization’s financial health, we craft strategies that grow with you.
Who We Are
Committed to Helping You be Ready for Tomorrow
25
Breaking Boundaries for 25 Years and counting
HUB Retirement and Private Wealth offers knowledgeable specialists who will tailor strategies to address your specific needs. Hear from RPW President Joe DeNoyior about our commitment to help you thrive.
Outlook: Download our 2026 Retirement and Private Wealth Outlook to see what you can expect in the coming year.
HUB by the Numbers
$207B+
retirement plan & private wealth assets under advisement*
10,000+
retirement plans under advisement
50 States
where our team of financial professionals can help
* HUB International Limited ("HUB International") is the parent company to HUB Retirement and Wealth RIAs providing investment advisory and management services to its respective clients, under the general trade name of HUB Retirement and Private Wealth. All current HUB International RIAs maintain a combined total of [$207,972,699,200] in aggregated regulatory assets under management ("Aggregated AUM"), based on the reported AUM for each respective individual HUB RIA effective as of December 31, 2025. The HUB RIAs and the respective Aggregated RAUM include the following: GRP Financial [169,584,566,299]; HUB Investment Partners [27,506,701,567]; RPA Financial [10,881,431,334]. The AUM reported for HUB Investment Partners includes the regulatory assets under management of HUB Investment Advisors and Taylor Advisors, both of which joined HUB Investment Partners effective March 30, 2026. Additional information for each individual HUB RIA may be found in the respective Form ADV available on the SEC's IAPD website at adviserinfo.sec.gov.
Who We Serve
Tailored Solutions to Meet Your Unique Needs.
Individuals and families
Our advisors offer personalized solutions to meet the unique needs of individuals and families. From wealth management and asset protection to tax planning and philanthropic giving, we’re here to support your financial goals at every step.
Organizations
Designed to meet the complex needs of organizations, our advisors provide customized solutions in areas like investment management, risk mitigation, tax planning, and philanthropic strategies. We partner with you to help secure your organization’s financial future and drive long-term growth.
Employers
For employers, we offer tailored financial solutions to address the unique challenges of workforce management and benefits planning. From retirement plans and employee benefits to tax-efficient strategies and risk management, our advisors work with you to strengthen your organization and support your employees’ financial well-being.
Financial Network
A Network of Trusted Professionals by Your Side
Financial Planning
From vacations to retirement, life’s milestones require a solid financial plan. Our team guides you through every stage, overcoming financial challenges together.
Investment Management
Investing should be meaningful, not complicated. We tailor portfolios to your unique financial needs, working closely with you to align with your plan and expectations.
Retirement Planning
Retirement means something different for everyone. Whether it’s relaxation or new opportunities, we provide tailored strategies to help you plan for the future you desire.
Corporate Executive Advisory
Tax Planning
Evaluating tax-efficient strategies for wealth transfer, investments, trusts, and financial structures
Estate Planning
Aligning estate goals with your balance sheet and enhancing value for beneficiaries.
Let’s take your next financial step together.
