Financial Guidance That Matches Your Life

Hegdahl Investment Management thrives on the meaningful connections we build with clients. Financial success extends far beyond investment decisions alone, and we provide guidance and expertise to help you navigate every step of your financial journey with confidence.

The Big Picture

While we focus on investment decisions and planning your financial future, the bigger picture is simplifying your financial life and acting as your advocate in all matters related to finance. The goal is coordinated, thoughtful guidance that lets you focus on what matters most.

Objective Advocacy

As an independent, fee-only Registered Investment Advisor, every recommendation focuses solely on your interests. No conflicts. No bank or brokerage priorities. Just clear, fiduciary guidance.

Experience matters

Paul Hegdahl, Principal, brings 15 years of experience in banking and finance, including roles at Goldman Sachs and Bank of America Merrill Lynch. He served as CEO of a cleantech startup with a successful exit and spent seven years at Amazon working on Fire TV and Alexa. He holds an MBA from the University of Washington and the CFA® designation.

Let’s chat

Have questions or ready to explore your options? Email, call, or use the form below to schedule a complimentary consultation.

meet@hegdahlim.com
415-309-3472