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Guiding you through what matters mostTo your Family.Business. Legacy.

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serving with care since For what matters most

We believe financial planning is about more than investments and numbers on a page. It’s about helping individuals, families, and business owners make thoughtful decisions around the people, priorities, and futures that matter most to them — with guidance that brings clarity, coordination, and confidence along the way.

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About usBuilt on relationships. Guided by what matters most

Van Hulzen Financial Advisors is a multi-generational wealth management firm serving individuals, families, business owners, and families with special needs. For more than 25 years, we’ve helped clients navigate important financial decisions through comprehensive planning, thoughtful guidance, and long-term relationships grounded in trust, care, and clarity.

at a glanceA legacy measured in relationships

The numbers tell part of the story. The relationships behind them matter even more.

+28

Years Serving Clients

More than two decades of relationship-driven guidance across generations and life stages.


+1,463

Households Served 

Families, individuals, and business owners who trust us to help guide important financial decisions.

+2.3 Billion

Assets Under Management 

Thoughtfully managed portfolios aligned with long-term goals, values, and planning strategies.

Our servicesAdvice built around what matters most to you

No two clients are alike. That’s why we take a thoughtful, personalized approach to planning — helping simplify complex financial decisions and align your strategy with your goals, values, and long-term vision.

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Wealth Advisory

Comprehensive planning and investment guidance designed to help bring clarity, confidence, and coordination to your financial life.

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Special Needs Advisory

Thoughtful planning for families navigating the unique financial, caregiving, and long-term considerations that come with supporting a loved one with special needs.

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Business Advisory

Strategic guidance for business owners looking to align personal and business finances, prepare for future transitions, and build lasting value beyond the business itself.

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Our processA thoughtful process built around you

Financial planning is rarely about just one decision. Investments, taxes, retirement, business ownership, estate considerations, family dynamics, and future goals are often deeply connected. Our process is designed to help bring structure and clarity to those moving pieces so decisions feel more aligned, intentional, and easier to navigate over time.

We begin by understanding what matters most to you — your goals, concerns, priorities, and values. From there, we work collaboratively to build a strategy that evolves alongside your life, coordinating the financial details and helping align conversations across your trusted professionals so decisions feel more connected, intentional, and clear.

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Discovery

Organization/Clarity

Strategy

Coordination

Ongoing Guidance

Looking for a second opinion?A fresh perspective can make all the difference

Many of the individuals and families we meet already have financial plans, investment accounts, estate documents, or existing advisory relationships in place. Still, as life evolves and financial complexity grows, it’s natural to wonder whether every piece is working together as intentionally and efficiently as it could be.

Sometimes clarity comes from simply having another thoughtful conversation. Whether you’re preparing for retirement, navigating a business transition, caring for family members, or looking to better align the moving pieces of your financial life, we’re here to provide experienced guidance and an outside perspective grounded in care, coordination, and long-term thinking.


Client Experiences
Speak For Themselves

What I love most about the Van Hulzen team is that they are approachable and local. They understand where we live and the curveballs life throws at you. When those curveballs happen, I don't want to dial a 1-800 number. When I bought a house and needed to raise liquid capital, Jarrod and the team guided me every step of the way, helping me avoid enormous tax penalties without derailing our investment strategy


- Dan, Client Since 2024


Client Experiences
Speak For Themselves

My wife and I first met Jarrod over five years ago when we discussed wanting help with financial planning. After a couple of years, we got back in touch with Jarrod and talked through our goals. With Andrea's help, we got organized and met with Jarrod. He provided us with a clear roadmap that best fit our goals. After I was laid off from a previous employer, we needed to invest my pension and 401(k), and Jarrod made it happen. He and the VFA team exceeded our expectations. We've since become more acquainted with VFA through events and feel we're in a much better position. We both appreciate Jarrod's friendship and professionalism. Andrea and the rest of the VFA staff are some of the finest people, and we couldn't be happier with the relationship we've built.

-Darin & Nannette, Clients Since 2023


Client Experiences
Speak For Themselves

Since becoming a client, I’ve called on the Van Hulzen team for guidance involving taxes, business, real estate, trusts, charitable giving, legacy planning, and family matters. They’ve become much more than financial advisors—they’re partners and advocates for my family.

They asked questions no financial advisor had ever asked me: “What’s your number?” No idea. Now I have one. “Do you have a Family Balance Sheet?” What the heck was that? Now I have one. “What are your giving priorities?” Now I have a charitable trust.

After nearly 70 years, I finally understand the difference between having someone manage my money and having someone help me manage my financial life.

Ken, Client Since 2020

resourcesInsights written with real life in mind

Our articles and resources are created by our team with the individuals, families, and business owners we serve in mind. Rather than generic market commentary or industry jargon, we focus on thoughtful, practical insights designed to help bring clarity to the financial decisions people face every day.

A Clear-Eyed Look at Where We Stand

A Clear-Eyed Look at Where We Stand

From time to time, we take a step back and look at the BIG picture…the macro view. In this brief analysis, we look at the US equity market valuations using several popular indicators. What We Measure We track valuation the way we track...

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Holding On, Moving Forward

Holding On, Moving Forward

For many people, home is more than a place. It's where children were raised, holidays were celebrated, and life's milestones unfolded. It's familiar. It's comfortable. It's filled with memories. Perhaps that's why so many older adults...

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Do You Know Your Number?

Do You Know Your Number?

If you're caring for a loved one with special needs, chances are your life revolves around numbers. Medication dosages. Doctor appointments. Therapy sessions. Benefit limits. Account balances. Renewal deadlines. The number of hours of...

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Are you ready?Take the first step

Whether you’re preparing for retirement, balancing the complexities of business ownership, planning for a loved one with special needs, or simply unsure where to begin, we welcome the opportunity to have a conversation. Our goal is to provide thoughtful guidance, greater clarity, and a clearer path forward — helping you make financial decisions with confidence and intention.

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