Tim Hughes, CFP®

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Tim Hughes is a Managing Director and the Mid-Atlantic Regional Leader. He has over twenty years of experience tailoring to the goals of business owners, families, real estate developers, profit sharing plans, and retirees.

Tim specializes in helping charitably inclined families optimize their philanthropic goals and applying collateralized lending strategies to help business owners and investors bridge uneven cash flow needs. He has a passion for renewable energy strategies and has been involved in the firm’s impact investing initiative. Tim believes that being a good steward for others, sharing knowledge, and guiding people to achieving life happiness is at the core of his work.

Tim has been quoted in industry publications and has authored articles on donor advised funds, cyber security awareness, and creating a long-term investment roadmap. He was also named one of Washingtonian Magazine’s 2020 Top Advisors in the greater DC area.

In his free time, Tim enjoys traveling with his wife, as well as golfing and exercising. He dedicates time to local volunteer initiatives and is a member of the Board of Advisors for the Madison Investment Fund, a student managed investment fund at James Madison University.

“I am in the business of building relationships based on mutual trust and respect. Whether I am leading people on my team to grow their careers or helping my clients invest their money in a way that aligns with their values, my goal is to help people live better, more fulfilling lives.”

Previous Experience:

• Managing Director at Bronfman Rothschild
• Director at Highline Wealth Management
• Senior Analyst at Convergent Wealth Advisors (formerly Lydian Wealth Management)
• Investment Advisory Services Manager at Wealth and Tax Advisory Services (now Andersen Tax)
• Associate at Arthur Andersen LLP

Education & Credentials

• BBA, James Madison University, Finance
• Certified Financial Planner™
• Series 65 license

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP^®, Certified Financial Planner^™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.