Building Financial Futures Since 2010
We're a team of dedicated financial professionals committed to helping families and businesses achieve their financial goals across borders.
Our Story
Founded in 2010, Hummingbird Financial & Tax Services was born from a simple belief: that everyone deserves access to high-quality, personalized financial guidance.
Over the past 15 years, we've grown from a small local practice to a trusted bi-national financial advisory firm, managing over $500 million in assets for more than 500 satisfied clients across the United States and Mexico.
Our success is built on a foundation of integrity, expertise, and genuine care for our clients' financial well-being. With specialized expertise in cross-border financial planning and Mexico real estate, we're not just advisors—we're partners in your financial journey.
Our Core Values
These principles guide everything we do.