The fine print, in plain sight.

Hilpan Moxie Wealth Management, LLC is a registered investment adviser. Information on this website is for informational purposes only and is not investment, legal, or tax advice, an offer to sell, or a solicitation of an offer to buy any security. Advisory services are offered only to clients or prospective clients where Hilpan Moxie Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States.

Registration

Hilpan Moxie Wealth Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. You can review the firm's registration, Form ADV filings, and Form CRS at the SEC's Investment Adviser Public Disclosure site: adviserinfo.sec.gov/firm/summary/159966.

Form CRS

Our Client Relationship Summary, Form CRS, explains the services we offer, how we are paid, the conflicts that come with that, and the questions worth asking any adviser. Read our Form CRS. You can also find it, along with our Form ADV filings, at adviserinfo.sec.gov and at Investor.gov/CRS.

No affiliation with Google

Neither Hilpan Moxie Wealth Management, nor Don Hilario, are affiliated with Google, LLC or its parent company Alphabet, Inc. Longstanding service to current and past Google employees should not be misconstrued as being reflective of an official tie between Hilpan Moxie Wealth Management and/or Don Hilario and Google or any of its affiliates.

Legal and tax work

Hilpan Moxie Wealth Management, LLC is not a law firm and Don Hilario is not an attorney. Neither the firm nor Don Hilario produce legal documents or provide legal advice. You are encouraged to consult with a legal professional for legal guidance and/or estate documents. The same applies to tax preparation, which we coordinate with your CPA rather than perform.

No advice through this website

Nothing on this site is personalized investment, legal, or tax advice. Illustrations, including the sample vesting schedule on the homepage, are hypothetical, use no client data, and do not project or promise any outcome. Any example of actual client RSU mapping would only be representative of that client's experience and not necessarily indicative of any other client's potential experience or results. Consult a qualified professional about your own situation before acting.

Third-party links

Links to third-party sites, including articles and podcast episodes, are provided for convenience. Hilpan Moxie Wealth Management is not responsible for third-party content.

Certification marks

CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.