# Ho'ea

- **Website:** <https://hoea.com>
- **Primary alias:** `hoea.com`

## Description

Ho'ea - Wealth Advisory Group is a private wealth advisory practice of Ameriprise Financial Services, LLC, serving clients from offices across Hawaii, including Honolulu, Aiea, Hilo, Kailua-Kona and Wailuku. Guided by its “We Are Ohana. Serving Ohana.” ethos, the team offers personalized financial advice for people seeking to grow or preserve assets, prepare for retirement, plan an estate or lay groundwork for transferring family wealth.

Its services include goal-based financial planning, customized investment strategies and solutions, and ongoing conversations about clients’ priorities, life changes and financial milestones. The practice also provides secure digital tools that let clients access accounts and collaborate with the team online. Prospective clients can request a complimentary initial consultation; it introduces financial planning concepts and does not include written analysis or recommendations.

Ho'ea emphasizes long-term relationships, discretion and service tailored to each client’s needs. The practice reports a 5.0 out of 5 client satisfaction rating based on 146 reviews, and states that it was named to the 2026 Forbes Best-in-State Wealth Management Teams list, ranking first in Hawaii.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/HoeaWealthAdvisoryGroup)
- [instagram](https://instagram.com/hoeawealthadvisory)

## Logos & icons

- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idDHGRidZ4/w/800/h/800/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793165509658)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Science Blue | #046cb8 | accent |
| Downriver | #0a2a50 | dark |
| White | #ffffff | light |

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_Source: <https://brandfetch.com/hoea.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._