
The Hodgson Coyle Group
Awards and Industry Recognition

Forbes
Welcome
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At The Hodgson Coyle Group, we look to provide a different kind of experience for the individuals and families we serve. We offer technical insight and years of experience guiding high-net-worth and ultra-high-net-worth families. But more important, we pride ourselves on being people of integrity who put client interests first. That principle has been the foundation of our work—and equally the foundation of our success. By looking out for client interests, we are proud to have created a culture of mutual trust and loyalty.
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A team to rely on
We built our team, steadily and purposefully, as a single source for diverse needs. Clients from varied paths, including business owners, corporate executives, real estate investors, technology entrepreneurs, and wealthy families, look to us for a sophisticated caliber of strategy. We are a team that offers continuity across generations, connecting with clients from different life stages. Our Advisors, Sam Hodgson and Stephen Coyle, can help guide family members at different points in their trajectories, smoothing the transfer of wealth and cultivating strong stewardship across generations.
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Close-knit ties with sustained attention
We work with a select group of families, dedicating significant energy to each relationship. Each of our engagements begins with an in-depth plan—one that delineates goals that we track annually. We pride ourselves on steady execution that is in harmony with clients' intentions for their wealth—the blueprint of our overall approach. We also conduct quarterly portfolio reviews to align their investments relative to their objectives and market conditions.
Accomplished families look to us for offerings that reflect an intimate understanding of their needs:
- A comprehensive financial plan
- Portfolio design, including access to alternative investments
- Tax-sensitive wealth transfer
- Risk analysis and mitigation
- Pre-liquidity-event planning
- Access to residential and commercial lending
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Service designed to exceed expectations
Each of our team members offers an ingrained work ethic and dedication to client well-being. If we don't immediately know the answers to client inquiries, we are skilled in tracking them down, providing clients with reassurance, reducing stress, and forging a clearer path to their ambitions.
As important, we love interacting with our clients— hearing about their lives and walking with them through significant events in their professions, families, and personal passions. Many of our relationships have matured into long-standing friendships. We are honored by these ties, mindful of the value of client trust. Client referrals are our primary source of new relationships—a fact that spurs our continuing commitment to excellence.
Meet Our Team
Insights

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The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption
March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
What is the Social Security Fairness Act and how will it impact Social Security benefits?
March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
How to think about market volatility
March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now