Who We Serve
Hudson House Capital serves individuals and families whose financial lives have genuine complexity - and who want an adviser who treats that complexity seriously.
Financial planning is not something that happens to you. It is built with you - through a genuine understanding of your situation, your goals, and the decisions ahead. We work with four distinct client communities, each with its own financial landscape and planning priorities.
Which of These Sounds Like You?
Senior Military Officers
O-5 and above. Military pension, TSP, SBP, VA compensation, and the transition decisions that shape the next 30 years. Specialist knowledge - so you don't have to brief your own adviser.
Professionals & Executives
Senior professionals with equity compensation, deferred income, and financial complexity that has outgrown a generalist. Coordinated, conflict-free advice.
Business Owners & Entrepreneurs
Owner-operators whose personal and business finances are deeply intertwined - entity structure, exit planning, and personal wealth held together in one plan.
Families Planning for the Future
Households focused on long-term financial security - retirement, education funding, estate planning, and a plan built around your actual numbers.
What Every Client Can Expect
Reliability - We do what we say, when we say it. Plans are delivered in writing and commitments are kept.
Assurance - Simon has practised as a fee-only fiduciary adviser since 2012. Hudson House Capital was established in 2025. SEC-registered. Assets held independently at Charles Schwab.
Tangibles - Every client receives a written financial plan. Meetings are structured and prepared.
Empathy - Every engagement begins with listening. Your plan is built around you - not a template.
Responsiveness - Direct access between meetings. No call centre. No ticketing system.
Not sure where you fit?
Many clients span more than one category. The introductory conversation is designed to understand your full picture first. Bring what you have - we'll work out together where to begin.