My mission is to bring Wall Street to Main Street by providing individuals and families with transparent, easy‑to‑understand financial guidance. Through personalized financial planning, strategic investment management, and clear, actionable advice, I help clients build confidence, pursue long‑term goals, and make informed decisions about their financial future.

Jackson Hidinger

Financial Advisor

NMLS #2737131

2 S Beaver St

Flagstaff AZ 86001

(928) 286.5717

Learn more about an advisor's background on

ProfileAbout MeInsightsAbout Merrill

Profile

Jackson Hidinger, CFP^®, is a Partner and Financial Advisor with Hidinger Wealth Management in Arizona and the Wiener Balk Group in New York City. Over his last five years at Merrill, Jackson has focused on goals-based financial planning, helping high-net-worth families and business owners gain clarity and confidence by aligning their wealth with what matters most. He begins by understanding each family's priorities—maintaining lifestyle, planning for retirement, managing liabilities, and multi-generational wealth transfer—tailoring strategies to help accomplish what matters most to you.

Jackson’s process emphasizes cash-flow analysis, asset-growth projections, and scenario modeling for the expected and unexpected. He develops tax-efficient strategies, retirement income plans, charitable giving & legacy frameworks, as well as exit planning for business owners. “If you can think of a possible financial scenario, we can model it and show how it impacts your plan,” he tells clients.

To deliver a seamless experience, Jackson connects clients—families and business owners alike—to Bank of America banking, lending, and appropriate trust solutions, coordinating across the balance sheet under one trusted relationship.

Highlighting his commitment to education and life-long learning, Jackson holds bachelor’s degrees in both Business Economics, as well as Personal & Family Financial Planning from the University of Arizona. Jackson is a CERTIFIED FINANCIAL PLANNER^® professional, bringing specialized training and disciplined knowledge to help clients make informed financial decisions. He was recognized nationally in college when he placed 3rd overall in the 2023 Financial Planning Association & CFP® Board Case Competition.

Outside the office, Jackson enjoys traveling, weightlifting, fishing, reading, exploring aviation, and discovering new restaurants. His approachable style and client-first mindset help to ensure every strategy reflects each family’s values and goals.

About Me

Who I Serve

I work with individuals, families, and business owners who have built meaningful wealth—typically between $1 million and $10 million in investable assets—and are seeking a financial partner who brings clarity, structure, and confidence to their financial decisions.

My clients value thoughtful advice, tax‑efficient strategies, and a trusted relationship with an advisor who puts their interests first. Many come to me looking for a strategic plan that not only grows their wealth but aligns with their values, lifestyle, and long‑term goals.

Why Financial Planning

Financial planning is more than charts, markets, and spreadsheets—it's about helping people make decisions that support the life they want to live. I became a financial advisor because I believe wealth should be **purposeful**, **protected**, and **understood**, not overwhelming or uncertain. Seeing clients gain clarity about their future, reduce anxiety around complex financial questions, and feel empowered to make decisions drives the work I do each day. Every family, every business owner, and every investor has a story. My mission is to help you build the next chapter with intention.

My Philosophy & Approach

**Education First** I believe that an informed client is an empowered client. I take the time to simplify complex topics, explain the "why" behind every recommendation, and give you the tools to confidently evaluate financial decisions. **Tax Efficient Planning** High‑net‑worth investors understand the impact that taxes can have on wealth and its ability to compound long\-term. I integrate tax awareness into every aspect of planning—from investment selection and asset location to retirement income strategy and legacy planning. **Clarity and Transparency** Financial jargon helps no one. My commitment is to clear communication, straightforward explanations, and full transparency throughout our work together. **Putting the Clients Interests First** My clients interests always come first. My commitment to you is to always present a balanced approach weighing both the pros and cons of each decision so that you can make the decision that is best for you and your family.

My Commitment to Client Education

Education is at the center of the value I provide. Whether you're navigating a liquidity event, planning for retirement, optimizing your investment strategy, or refining your long‑term tax plan, you'll never be left in the dark. **I provide clients with:** * Ongoing market and planning insights * Clear explanations of strategies and options * Tools and frameworks to support better decision‑making * A collaborative environment where questions are always welcome My goal is to help you move from uncertainty to understanding—and from understanding to confident action.

What It's Like to Work With Me

I believe the planning experience should feel structured, supportive, and simple—never overwhelming. **Your experience includes:** **1. A Thoughtful Discovery Process** We start by understanding your goals, your financial structure, and what success looks like for you and your family. **2. A Tailored Financial Plan** Your plan is built around your values, priorities, tax situation, and long‑term vision. No templates, no one‑size‑fits‑all approach. **3. Ongoing Guidance and Adjustments** Life changes. Markets change. Tax laws change. Your plan evolves as you do. **4. A Clear Path Forward** Every interaction ends with clarity on next steps—no uncertainty, no confusion.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Brad Frandsen

Wealth Strategist

Merrill

Giselle Vega

Regional Lending Specialist

NMLS #1064856

Bank of America, N.A.

Trisha M Campbell

Wealth Management Banking Specialist

Merrill

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About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.