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Financial Planning

Planning for Every Milestone

From Accumulation, to Retirement, to Legacy

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Retirement Planning

Our team is here to navigate the complexities of retirement planning for you. From figuring out the right distribution plan, understanding pension funds, to making smart investment choices, we’re here every step of the way. 

Once it comes time to retire, we will guide you through the options for drawing down your assets in a tax-efficient manner. We will help you understand the implications of each choice, and ensure that your decisions are in sync with your broader financial picture and wishes.

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Accumulation and Investing

Savings isn’t just putting away money; it’s making your money work for you in the smartest way possible. 

We’ll help you understand how to make the most of your savings, whether it’s choosing the right account, understanding interest rates and limits, or figuring out how much to invest each month. 

In addition, we offer choice in asset allocation based on your risk tolerance and financial goals. This allows us to provide you with the optimal risk adjusted returns and help you reach your retirement goals.

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Estate Planning

Estate planning is a vital process that ensures your assets are managed and distributed according to your wishes, both during your lifetime and after.

Our comprehensive approach addresses key components such as establishing trusts, minimizing taxes, and planning for the unknown. We focus on protecting your assets, ensuring you establish a family legacy. 

Regular updates to your plan ensure it evolves with your life’s changes. Let us guide you through this crucial process, giving you peace of mind that your legacy is established and your loved ones cared for.

Debt Management

Debt management is a crucial aspect of your financial health, and we understand that each liability represents more than just numbers—it’s part of your broader financial narrative.

Whether it’s a mortgage for your family home, purchasing a vacation home, or even a boat, we are here to guide you through it.

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Example Financial Plan

See an example of a financial plan for a 50 year old couple.

Download (PDF)

Asset allocation

See more information on how we invest your assets.

Read More

Fees and Information

See information about our fee structure and other important information.

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Julie Brown

Mrs. Brown is an Equity Investment Analyst at Tradition Investment Management with a unique blend of creative and financial experience. She works with the Portfolio Managers to analyze companies and prepare reports.

Before joining Tradition Investment Management, Julie ran a successful freelance business as a production artist. This experience in the creative world has given her a deep understanding of the internal operations of various industries and allows her to offer unique insights when it comes to investment opportunities. Julie holds an undergraduate degree in German Language with a specialization in International Finance from Florida State University, which has equipped her with a comprehensive understanding of global financial markets. During her time at university, Julie volunteered at the Center for New Liberalism, an offshoot of the Progressive Policy Institute (PPI). This experience further honed her analytical skills and reinforced her commitment to responsible, impactful investment strategies.

CHIEF OPERATING AND COMPLIANCE OFFICER

Hunter Halliburton, mba

(423) 782-6183

[email protected]

Mr. Halliburton is the Chief Operating Officer and Chief Compliance Officer at Tradition. Prior to Tradition, he worked during the last 16 years as a registered representative helping individuals and families plan for their financial futures.

He initially started with PFS Investments in 2006 and in 2014 he went independent, offering investments through Quest Capital Strategies, and finally through SA Stone Wealth Management, Inc. Mr. Halliburton is registered as an Investment Advisor Representative (Series 65). He holds a Bachelor of Science degree from the United States Military Academy at West Point, graduating in 1993, and earned an MBA from the University of Tennessee in Knoxville in 1998. He retired from the United States Army Reserve, and has worked in both the petroleum and pharmaceutical industries. He is married to Amy Halliburton, and they have three children, Hannah, Ella, and Aaron.

managing Director

Head of Marketing and Investor Relations

Art Williams

(561) 406-6765

[email protected]

Mr. Williams is a Managing Director and Head of Marketing and Investor Relations at Tradition. He has 36 years of experience in financial services.

Before joining Tradition, he was a Lead Advisor at CIG Capital Advisors. Prior to CIG, he was Head of Business Development at Disciplined Alpha, a long short equity hedge fund, and had the same role at Doric Capital, a long short equity hedge fund based in Hong Kong. Previous positions include Chief Operating Officer of Federal Street Partners, a fund of hedge funds whose assets peaked at $3.5 billion, and Co-President of Pine Grove Associates, a fund of hedge funds whose assets peaked at $2.5 billion, which was sold to Man Group PLC. Mr. Williams also established and managed the international institutional equity sales businesses for Morgan Stanley and Merrill Lynch in the Midwest, Texas, and Canada. In addition he managed the Northern Trust International Select Equity Fund. He has won the national platform tennis championships in three age categories, been ranked number one in the country five times, and was the co-captain of the Lafayette College men’s tennis team. He has also won the Distinguished Service Award from the Slattery Detachment of the Marine Corps League twice. Mr. Williams attended Vanderbilt University and holds an A.B. in American Studies from Lafayette College.

Mr. Williams holds the Series 7, 63 and 65 licenses from FINRA.

FOUNDER

Chief Investment Officer


Benjamin C. Halliburton, CFA

(673) 699-3890

[email protected]

Mr. Halliburton is the Founder and Chief Investment Officer at Tradition. He has been named PSN Manager of the Decade for two separate decades. He has over 35 years of professional investing experience.

Mr. Halliburton was the founder of Tradition and its predecessor companies. Prior to the predecessor companies, he was a partner, portfolio manager, research director, and investment policy committee member at Brundage, Story and Rose, which Bessemer Trust acquired, where he was responsible for the firm’s equity selection process and designed, developed, and managed the firm’s Disciplined Growth Strategy. Mr. Halliburton holds the Chartered Financial Analyst designation and earned an MBA from Duke’s Fuqua School of Business in 1990, where he was distinguished as a Fuqua Scholar. He earned a Bachelor of Science from Vanderbilt University, graduating Magna Cum Laude in 1985.