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Fiduciary Financial Planning for HOAs

Protect reserves. Maximize returns. Eliminate surprises.
HOA Wealth Advisors creates investment strategies, cash flow forecasts, and reserve plans that deliver higher yields—with lower risk.

Specialized Solutions for HOAs

Services

Our team brings deep expertise in the unique financial challenges faced by Homeowner and Condominium owners Associations.

Financial Planning

We create stress-tested, 10-year financial plans that map every major repair, fee increase, and reserve contribution—so your HOA avoids surprises and maintains property values.

Reserve Fund Strategy

We design tailored reserve fund strategies that go beyond ‘set it and forget it’—optimizing your cash flow to cover upcoming projects while maximizing safe returns.  Most HOAs unknowingly keep too much in low-yield accounts or take unnecessary risks. Let us show you a better way.

Reserve Study Evaluation

We review your reserve study line-by-line to expose underfunded projects—then stress-test your budget against worst-case scenarios (like 20% inflation or 30% cost overruns). Most HOAs find 6–12 months of hidden risk in their plans.

Why HOA Wealth Advisors?

With specialized expertise in HOA financial management, we go beyond traditional wealth management to address the specific needs of community associations.​

  • Deep understanding of HOA regulations and compliance requirements

  • Custom investment portfolios with appropriate risk levels for reserve funds

  • Dedicated teams that understand community governance structures

  • Proactive approach to long-term community financial health

Ready to Strengthen Your Community's Financial Future?

Schedule a consultation with one of our HOA financial specialists to discuss your community's unique needs.
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Specialized financial solutions for homeowners associations and community living.

Services

Contact Us

Reserve Fund Strategy

11650 S State St. Suite 200

Draper, UT

HOA Financial Planning

Reserve Study Evaluation

Board Education

(801) 810 - 7225

info@HOAWealthAdvisors.com

Check the background of your financial professional on FINRA's BrokerCheck.

Investment Advisory services offered through Lone Peak Advisers, LLC, an SEC Registered Investment Adviser. Securities offered through Transitional Broker, LLC an SEC registered Broker Dealer and Member FINRA/SIPC​​

 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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​​​Investing involves risk which includes potential loss of principal. Guarantees are subject to the claims paying ability of the issuing insurance company.

Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency

© 2025 by HOA Wealth Advisors Inc. 

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