Hicks Associates is a fiduciary financial services firm based in Cary, NC, dedicated to serving clients with diligence and valuing their interests above their own. With a team of dedicated professionals, they strive to deliver personalized and comprehensive financial planning advice through their simple four-step process, combining characteristics of various investment theories to minimize downside risk. As a fiduciary firm, Hicks Associates has a legal responsibility to make decisions and recommendations that are in the best interest of their clients, acting as their personal Chief Financial Officer (CFO) and providing lifelong partnership and support beyond finances.
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