Huntington Advisors’ Eight Point Promise

Throughout our careers of helping clients achieve their financial goals, we have learned a thing or two about what works and what doesn’t. Through all of our experiences, we have adopted what we refer to as our Eight Point Promise to client success.

As a guide, we use these principles to ensure we deliver an outstanding client relationship.

You First

You First

We embrace our fiduciary obligation to always put our clients’ interests first.

Dedicated

Dedicated

Our dedication to our clients is the cornerstone of your success.

Transparent

Transparent

We always provide our clients with transparent costs, fees, and terms.

Comprehensive

Comprehensive

We pride ourselves on delivering comprehensive financial plans that address our clients’ specific needs.

No Upselling

No Upselling

We do not create products to sell or price any public securities.

Secure

Secure

We do not physically hold or possess any client assets, securities or money.

Accountable

Accountable

We measure client performance returns using independent third party providers.

High Touch

High Touch

We pride ourselves on offering a hands-on, personalized approach to wealth management.

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