Augie Hernandez brings more than 25 years of experience in financial services to his work with individuals and families in New York, NY.
His approach begins with a straightforward principle: meaningful guidance starts with a full understanding of a client’s financial life — their goals, priorities, relationships, income, obligations, and the other professionals they rely on. Using the Whole Client Model, he takes the time to understand not only what clients own, but what they value, what they’re working toward, and the concerns that shape their decisions.
On the investment side, Augie has spent the past eight years developing a systematic framework for evaluating market trends and portfolio conditions. His work involves studying thousands of charts across multiple asset classes and market cycles to identify observable characteristics that have historically aligned with healthier or more challenged trend environments. The process is rules‑based and transparent, designed to reduce emotional decision‑making and give clients a clearer understanding of how their portfolio is being evaluated.
Outside the office, Augie is an active runner. He spends many weekends training throughout New York City and has completed numerous half and full marathons. He is currently preparing for his first ultramarathon, which he plans to pursue within the next calendar year.
The result is an advisory relationship grounded in two complementary elements: a deep understanding of the client, and a disciplined, repeatable process for assessing market conditions and managing their investments within the context of their broader financial plan.