Personal Relationships. Thoughtful Guidance.
Meet Our Team
Get to know the people helping you connect your financial decisions with your life and goals.
Meet Dr. Lance
Lance Hocutt, Ph.D., CRPC®
Founder and President, Senior Financial Advisor
Nearly three decades of experience. A lifetime of learning. Personal guidance built around your financial future.
Dr. Lance Hocutt began his financial-services career in 1997 and founded Lance Hocutt Financial Group in 2015. Based in Tuscaloosa, Alabama, he helps individuals, families, business owners, and organizations navigate important financial decisions.
His career includes experience with major financial institutions and building his own independent practice. Today, his work brings financial planning, investment management, and retirement planning into a coordinated conversation around each client’s goals.
Education & Professional Development
- Bachelor’s degree from The University of Alabama, with studies in financial planning, completed in 1996.
- Master’s degree in Financial Planning from Texas Tech University, completed in 2017.
- Ph.D. in Management with a focus on Financial Planning from Walden University, completed in 2023.
- Chartered Retirement Planning Counselor® (CRPC®) designation.
His doctoral dissertation, The Impact of Using a Financial Advisor on Financial Success, examined the relationship between having a financial advisor and perceived financial success.
Financial education in plain language.
Dr. Lance has shared financial-planning concepts through radio, educational programs, and community initiatives in West Alabama. Through The Financial Edge with Dr. Lance, he has discussed retirement, investments, and financial issues affecting individuals and families.
His goal is to make complicated topics easier to understand and help people ask useful questions about their financial lives.
Listen. Understand. Plan. Educate. Execute. Adjust.
Dr. Lance starts by understanding the person behind the numbers. Each client brings different goals, family circumstances, resources, and concerns to the conversation. He listens, identifies priorities, and explains recommendations and their tradeoffs.
In an ongoing relationship, the strategy is reviewed as life and financial circumstances change. Retirement, investments, and legacy decisions should connect with what matters to the client.
Beyond the numbers.
Dr. Lance has four children: Maggie, Laney, Will, and Jamie. His appreciation for family helps shape his interest in the personal meaning behind financial decisions.
Bring your questions about investments, retirement, your business, or your family’s future. Meetings are available in Tuscaloosa and virtually where services are available.
