Welcome

Huckabee Wealth Management Group, led by James "Jimbo" Huckabee IV, Wealth Management Advisor and Managing Director of the Northwestern Mutual - Durham-Chapel Hill Office, serves a variety of clients in Raleigh, Durham, Chapel Hill, and many surrounding areas. Our team of seasoned financial professionals comprises over seventy-five years of financial industry experience and includes two CERTIFIED FINANCIAL PLANNERTM practitioners as well as a CFA® charterholder.

Whether you are focused on retirement or education planning, investment management, risk management, or legacy planning we are here to help you identify your goals and create strategies to help achieve them.

Huckabee Team

Hanna Windberg, Jason Yuhase, Emily Witzenman, Jimbo Huckabee, Bill Jova and Katie Gardiner

Our Mission

"To empower our clients through financial and estate planning to live their lives without financial worry."

Huckabee Wealth Management Group

 

 


 

 

Huckabee Wealth Management Group

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck