Hawke Financial Group

The firm describes itself as a wealth manager and financial planner, serving retail clients. Standard offerings in this category typically include retirement income planning, investment advisory, tax-efficient distribution strategies, and insurance analysis. Hawke Financial's website identifies it as an 'Idaho financial planner,' signaling a primary focus on comprehensive financial planning for pre-retirees and retirees.

No. The firm is structured as a retail wealth management practice in Meridian, Idaho. There is no public record of institutional separate accounts, private fund structures, or family-office services. It serves individual households rather than pensions, endowments, or ultra-high-net-worth family pools.

The firm operates as a financial services provider in Idaho, and it is highly likely registered as an RIA or operates under a broker-dealer affiliation, which is standard practice for independent wealth managers. Exact SEC or state registration details can be confirmed via the IAPD database, but are not part of this profile.

Specific named principals are not disclosed in available public material. In a practice of this size, the lead advisor — likely the owner — typically chairs the investment committee and selects third-party money managers or model portfolios. The firm does not market a standalone CIO or institutional-grade investment process.

No. All available information points to a single location in Meridian, Idaho, with no additional offices in neighboring states. The client base appears concentrated in the Boise metropolitan area.