Broker Check

History

The history of our firm and subsequent growth is directly attributable to our most valuable asset…our clients.  We are indebted to every individual and family that has and continues to place their trust in us as their financial advice partner.  Here is a little bit about how our company started and how we have evolved over time.

In 1975, W. Edward Hege III (Ed), CLU began his career as a life insurance agent providing solutions for financial pitfalls such as disability and death for business owners, professionals, and families.  He ventured out on his own in 1979 and formed his own firm, Hege & Associates, to better serve his clients’ needs.  Over time, Ed evolved his practice into one that provided solutions in multiple areas of the financial services arena, from employer medical benefit plans to wealth transfer and risk management through the use of various insurance vehicles.

(Ed & Will Hege)

In 2003, William E. Hege IV, CFP® (Will) joined the firm, providing clients with a distinct opportunity to work alongside two experienced financial advisors.  Ed and Will have utilized a team approach with their clients in effort to maximize client service and varying perspectives in order to truly customize retirement and investment plans and solutions. 

By mid-2004, the firm moved from its previous home on Brookstown Ave. to its current location on Plaza West Rd.  During that time, the firm re-branded to Hege Financial Group to more accurately reflect the firm’s scope of offerings. 

As the landscape of financial products and services has evolved, so has Hege Financial Group.  Focused growth in areas of retirement and financial planning, increased and more diversified investment solutions and a concentration on financial advice have enhanced our ability to meet the ever-changing needs of our clients. 

In April 2017, Will was promoted to President of Hege Financial Group, assuming responsibility for operational management and strategic direction of the firm.  Today, Will continues to take great pride in steering the firm, continuing the legacy of relational client service and quality financial advice that Ed started over four decades ago. 

Hege Financial Group is an organization that is committed to providing a best in class service experience to all clients.  We achieve this standard with the support of an exceptional three-person client service team, always ready to meet our clients’ many and varied needs.    

We recognize that part of our history has included the ability to adapt our practice.  Continuing with that trend, Hege Financial Group has recently made a change in our core strategic partner relationship, aligning our firm with LPL Financial in late 2019.  We believe that this collaboration with LPL Financial will enhance our ability to serve our clients, demonstrating our commitment to provide ongoing technology enhancements and an improved client service experience.