# Hodge Financial Services

Hodge Financial Services is a Bank / Wealth / Trust based in Hinsdale, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Hinsdale, United States
- **Region:** North America
- **Address:** Hinsdale, IL, United States
- **Founded:** 1997
- **Assets under management:** <$100M (Altss estimate)
- **Website:** voiceoffinancialreason.com
- **LinkedIn:** https://www.linkedin.com/company/hodge-financial-services

## Regulatory record

- **CRD number:** 127213
- **SEC file number:** 801-70530
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127213

## About

Eric Hodge established Hodge Financial Services in 1997, anchoring the practice in Hinsdale, Illinois. The firm operates as a boutique financial planning and investment advisory, serving individuals, high-net-worth families, trusts, and privately held business entities. Its identity is tied to the suburban Chicago market, where it competes with larger regional banks and independent RIAs by offering a localized, planning-first approach rather than a product-distribution model. Hodge Financial Services deploys client capital primarily through managed equity and fixed-income portfolios, with an emphasis on retirement-income strategies and tax-efficient distribution planning. The firm's investment approach leans on fundamental portfolio construction rather than direct company investments or venture-stage allocations. Its geographic footprint is concentrated in the greater Chicago area, with clients clustered along the Western suburbs corridor. The firm has not publicly disclosed participation in direct co-investments, SPVs, or alternative fund commitments, reinforcing its profile as a traditional financial-planning-centric wealth manager. No adjacent vehicles like philanthropic foundations or real-asset operating companies have been reported. The firm operates under the domain voiceoffinancialreason.In May 2025, the firm maintained a steady-state advisory operation with no publicly reported structural changes. Hodge Financial Services' structural differentiator is its hyper-local, single-founder governance model. Unlike multi-advisor platforms or bank-owned wealth units, the firm places Eric Hodge’s personal fiduciary judgment at the center of every client relationship. This architecture creates a clean alignment of incentives — the advisor who builds the plan is the owner who sustains the firm — but also concentrates key-person risk in ways that larger practices typically hedge against.

## Sectors

- Wealth Management
- Financial Planning

## People

- Eric Hodge — Founder

## Questions

### Who runs investment decisions at Hodge Financial Services?

Founder Eric Hodge leads investment and planning decisions. The firm operates as a principal-led RIA, meaning portfolio construction and client asset allocation rest directly with its namesake advisor. No external investment committee or separate CIO layer has been publicly disclosed.

### Does Hodge Financial Services participate in fund commitments or only direct portfolios?

Based on its stated service model, Hodge Financial Services builds client portfolios using managed equity and fixed-income allocations, not commingled private funds or direct company investments. The firm has not indicated participation in venture capital, private equity, or hedge fund commitments.

### What investment stages does Hodge Financial Services typically target?

Hodge Financial Services does not target private-company investment stages. Its advisory work centers on publicly traded securities within retirement and taxable brokerage accounts, with a focus on income-generating portfolios rather than growth-stage or venture-stage exposures.

### Where does Hodge Financial Services source its clients?

The firm draws clients predominantly from the Chicago western suburbs, centered on its Hinsdale headquarters. Its sourcing model relies on local reputation and word-of-mouth referrals typical of long-tenured suburban advisory practices, not institutional RFP processes or national marketing campaigns.

## Related profiles

- [Hobart Wealth](https://altss.com/profile/hobart-wealth)
- [Hoerner Planning Group](https://altss.com/profile/hoerner-planning-group)

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Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/hodge-financial-services

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