Financial Clarity & Independent Advice.
Your financial health is our business.
Hegdahl Investment Management thrives on the meaningful connections we build with our clients, and we think we’re doing right when they know we’ve got their backs. Whether it's a simple inquiry or a complex financial matter, we’re dedicated to offering insightful guidance and expertise to help you navigate your financial journey with confidence.
Independent means we are on your side.
Institutional financial advisers have to answer to their institutions. This means their investment advice may in part be designed to benefit the banks' back pockets. We’ll have none of that. We strive to get you most out of your money, and only answer to you. Without the leaky boat thing.
In it to win it.
This isn’t a transaction, this is a long term partnership. We’re here to make forward-looking, disciplined investment decisions, and provide clear, simple, and consistent communication that helps ensure you’re always clear on how your investments are performing. Plus, we like to be involved in all of your other financial stuff too. Estate and tax planning, insurance decisions, college planning. Any and all things related to finance and money.
Grounded in reality.
We know what we’re talking about. Our founder and chief, Paul Hegdahl has spent over 15 years working in finance including time at Bank of America Merrill Lynch and Goldman Sachs. He’s also been a CEO, sold two companies, and worked as an acting CFO. We know it from the other side too, seven years at Amazon taught a lot about navigating stock and equity compensation benefits. There isn’t a whole lot we haven't seen but we welcome new when we see it, always ready to the research and problem solve for you.
Certified amazing.
The Chartered Financial Analyst® (CFA) designation is considered the most rigorous investment designation there is, and it’s what we’ve got. Seriously, we’ve vowed to uphold this thing; eight pages of a goody, two shoes’ dreamland. And we love it. It helps make us who we are.