Hanke & Company Wealth Management, LLC is a financial planning practice dedicated to providing ongoing, holistic financial planning. As an independent, fee-only Registered Investment Advisor, the firm operates as a personal fiduciary, utilizing the custodial services of Charles Schwab & Co. to perform additional fiduciary duties for their clients. Clients work with two Certified Financial Planners, ensuring greater breadth in support of their needs, opportunities, and personal values, which sometimes include socially conscious investing. The firm is known for its deep understanding of financial planning, blending technical expertise with a personalized approach. Clients have had exceptional experiences working with the team, particularly with Manuel Apolonio, a Senior Financial Planner, who is described as engaged, knowledgeable, and able to provide much-needed assistance in retirement planning. Clients trust him implicitly and find his advice to be super insightful, including recommendations for estate planning and wills.
I met with Manuel Apolonio, MSFP, CFP Senior Financial Planner for Hanke & Company Wealthy Management to discuss my financial goals. Mr. Apolonio was engaged, knowledgable and was able to provide much needed assistance in my retirement planning. I trust Mr. Apolonio implicitly.
December 2022
Manuel R. Apolonio was an amazingly helpful person! He was thoughtful and informative and I found his advice to be super insightful. He also gave me some recommendations for estate planning/wills. I would highly recommend!!!
December 2021
I reached out to Hanke Wealth Management to discuss long term financial investments. Manny did a wonderful job explaining my options and I appreciated that he also brought in elements of professional and life coaching. I highly recommend Hanke Wealth management they truly go above and beyond!
