About Us
Why We Do What We Do
Welcome to Hirling Financial Group, a trusted name in financial advisory services since 2013. Our firm was founded on the principles of integrity, transparency, and personalized service. At Hirling Financial Group, our mission is clear: Focusing On Client Needs. We believe that financial planning should be as unique as the individuals we serve, which is why we utilize a variety of products and strategies tailored to meet your specific goals and circumstances. Unlike many firms that push the same products to all clients, we take the time to understand your individual needs and craft solutions that are right for you.
Our dedication to always doing what is in our clients' best interests drives everything we do. We are committed to providing independent, objective advice that empowers you to make informed decisions about your financial future. Our team of experienced advisors is always accessible, ready to assist you with the expertise and care you deserve. At Hirling Financial Group, your financial well-being is our top priority, and we strive to build long-lasting relationships founded on trust and mutual respect.
A Look Into Our Process
We believe that a successful financial plan begins with a deep understanding of your unique situation and goals. Our process starts with an in-depth initial consultation, during which we gather all necessary personal data to fully comprehend your current financial status, future aspirations, and any concerns you may have. Using this information, we work closely with you to establish clear, realistic financial goals. Our team then crafts a personalized financial plan tailored specifically to your needs, rather than offering a one-size-fits-all solution. Once the plan is finalized, we assist in its implementation, ensuring that all recommended strategies are effectively put into action. Recognizing that life is dynamic, we maintain regular contact and conduct periodic reviews to make necessary adjustments, keeping you on track toward achieving your financial goals. Our client-focused and transparent process is designed to provide you with the confidence and clarity needed to navigate your financial future.
Bradley C Hirling Managing partner
I am proud to serve as the owner of Hirling Financial Group. My responsibilities include servicing clients with financial planning, retirement planning, portfolio construction and analysis, and monitoring investment performance. With over 15 years of experience in the financial services industry, I specialize in comprehensive financial planning, advising clients on investments, and offering a variety of financial products tailored to meet their unique needs. Throughout my career, I have obtained the Series 6, Series 65,Series 63 and Series 7 securities licenses, which have equipped me with the expertise to provide high-quality financial advice.
Prior to embarking on my professional journey, I attended Southwestern Louisiana University. I am motivated by the trust our clients place in us and find great satisfaction in helping them feel comfortable and confident in our process to reach their financial goals. The aspect of my job I enjoy the most is assisting clients in navigating their investments to achieve their financial aspirations. I believe that the greatest value I can provide is personal service and objective, independent advice.
I have lived in the surrounding New Orleans area for nearly my entire life. I have been happily married to my wife for 25 years, and we have a son and daughter currently in college. Outside of work, I am actively involved in ACTS and That Man Is You, and I am a proud member of the ForeKids Foundation, which runs the local PGA golf tournament and donates all net proceeds to various children's charities throughout Louisiana.
Charles F. Hirling, Jr. Partner
I am a member and Investment Advisor Representative at Hirling Financial Group. With over 25 years of experience in the financial services industry, my primary responsibilities include servicing clients with financial planning, retirement planning, portfolio construction and analysis, monitoring investment performance, and reviewing wills and estate planning.
Specializing in overall financial planning, I advise clients on investments and offer a variety of financial products tailored to meet their individual needs. I am a Certified Public Accountant (CPA) and hold several licenses, including Series 7 obtained in 1999, Series 65 in 2000, and Series 63 in 2000. My educational background includes a Bachelor of Science in Accounting, which I earned in 1973 from the University of New Orleans.
I am deeply motivated by helping clients define and meet their long-term financial goals, as well as planning the succession of their wealth to the next generation. The aspect of my job I most enjoy is assisting clients and their families in managing their financial matters and guiding them through the various changes life brings to their financial needs. I firmly believe that the greatest value I can provide for my clients is personal service and objective, independent advice.
Born and raised in the New Orleans area, I have lived here almost my entire life, with the exception of the time I spent in Mississippi, Japan, and the Aleutian Islands while serving four years in the Air Force. Outside of work, I am an active member of the Fore! Kids Foundation, which runs the PGA golf tournament. All net proceeds from the tournament are donated to various children's charities throughout Louisiana. This involvement allows me to give back to the community and support causes that are close to my heart.
Stephanie Ruello Executive Assistant / Client Relations Manager
I am proud to serve as the Client Relations Manager at Hirling Financial Group. With over 17 years of experience in the financial services industry, my primary responsibilities include managing client relations, preparing and submitting paperwork and reports, keeping client files and information up to date, and handling general office duties.
I joined Hirling Financial Group in the fall of 2007, after spending 27 years in the commercial real estate industry. Starting as an Administrative Assistant, I worked diligently for five years and eventually earned my current position as Client Relations Manager. In this role, I work closely with our clients to answer their questions and provide as much information as possible to ensure smooth transactions. I genuinely enjoy the daily interactions with clients and take great pleasure in the challenge of resolving any issues or concerns they may have.
Both my husband, Charlie, and I are native New Orleanians, and we are proud parents to our wonderful daughter. My journey at Hirling Financial Group has been incredibly rewarding, and I look forward to continuing to support our clients and contribute to their financial well-being.