HHL Wealth Advisors

Marc S. Hettleman, the firm's founder and President, serves as the named portfolio manager and leads investment decisions. Hettleman holds a CPA designation and the firm's published materials consistently position him as the central decision-maker on asset allocation, security selection, and client portfolio construction.

Tax management is embedded in the portfolio-construction process rather than treated as a year-end exercise. Hettleman's CPA background informs the firm's emphasis on after-tax returns, with specific attention to asset location across taxable and tax-deferred accounts, tax-loss harvesting, and the interaction between distribution sequencing and the federal tax code.

HHL Wealth Advisors operates as a registered investment advisor (RIA), not a single-family office. The firm serves multiple high-net-worth families and individuals from its Cherry Hill, New Jersey office, delivering direct portfolio management alongside estate planning coordination and tax oversight.

The firm constructs individual portfolios spanning equities, fixed income, mutual funds, and alternative strategies. Hettleman's published commentary focuses heavily on retirement-income sustainability and managing sequence-of-returns risk, with allocation decisions driven by each client's spending requirements, tax situation, and withdrawal timeline rather than a single house model portfolio.

Public record indicates the firm operates from a single office in Cherry Hill, New Jersey, and has maintained a contained scale consistent with a direct-advisory model. No acquisition activity or additional office openings have been disclosed, suggesting the firm prioritizes a concentrated long-tenure client model over asset-gathering through footprint expansion.