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Meet Ken Hoyt

Illustration of professionals relaxing in a park

Meet Ken

The Professional Version

What are your qualifications?

  • Certified Financial Planner ™ (CFP®)
  • IRS Enrolled Agent (EA)
  • NAPFA-registered financial advisor
  • Syracuse University – BS, Finance
  • Northeastern University – MS Finance

What is your past experience?

Prior to founding Hoyt Wealth Management, I was a fee-only financial advisor with another local firm. Prior to that, I held a number of positions related to investments, accounting, and taxation.

What Sets You Apart

  • Every recommendation will factor in your entire portfolio, your tax situation, and your financial plan
  • My only incentive is for my clients to be financially successful and as such, my only compensation is from a flat-fee, not from commissions.
  • HWM is approved to offer mutual funds from Dimensional Fund Advisors, the pioneer in evidence-based investing.

The Personal Version

I have been fascinated by all things related to finance since high school, from preparing my siblings tax returns to following the stock market. I would save money from working in the family business and marvel at how bank interest compounded over time.

After graduating from college, I worked for several years in investment accounting, eventually deciding that working directly with clients was my true calling. This led me to become a traditional financial advisor, selling investments for a commission. While this provided valuable experience, I came to realize that the sales-oriented culture did not align with my clients’ best interests.

During a stint at IBM, I launched Hoyt Wealth Management with the goal of helping clients achieve financial peace of mind. When it was time to go full-time with financial planning, I joined a local firm, where I advised clients for 2 ½ years until deciding to go solo.

I live in Westford, Massachusetts with my wife, three teenagers and our dog. When I’m not working, I enjoy playing tennis, running, and learning new things.

Now, What About You?

What are your family’s goals? I’d love to get to know more about your objectives and how I can be of assistance.

Let’s Connect