At The Hill Group, we have earned industry accolades and a largely referred clientele for our ability to create enduring relationships and positive results.
With decades of combined experience, our team brings both deep-rooted expertise and fresh perspectives. Jeff Hill has been advising clients for over 40 years; his brother Ken (Charles) Hill, for over 30 years; Jeff's son, Nick Hill, for over 14 years; and Colin Markison, for three years. We excel at working with client families – young and older, existing and new, with a unique blend of skills, knowledge and capabilities.
What distinguishes our team? In addition to our proud tradition of excellence, we are among a select number of groups in which all four of our advisors hold the CERTIFIED FINANCIAL PLANNER®, CFP® certification. This designation reflects our deep commitment to planning – helping clients explore, prioritize, and fulfill their most cherished goals.
Our objective? To develop an intimate appreciation of how clients view their wealth – and the opportunities, responsibilities and challenges that come with it. Once purpose is defined and family values/dynamics are understood, we can evaluate distinct aspects of clients' wealth. By listening to clients, we learn. And by learning, we can craft meaningful strategies that address multiple aspects of clients' financial needs.
- Investment and Retirement Planning
- Executive Compensation Planning
- Liability Management
- Exit and Succession Planning
- Tax Minimization
- Trust and Estate Planning
- Education Planning
At the Hill Group, we believe that clients value the energy, experience, and personal approach of our team. With over 110 years of combined wealth management expertise, we bridge generational gaps and connect with clients of all ages – discussing not just financial matters, but shared goals and values. As a multi-generational family team, we focus on the broader impact of financial decisions – helping clients plan for both the short and long term, across every stage of life. It is important to assist, educate, and provide for clients' growing and adult children, and often, their elderly parents. We take pride in "bringing all stakeholders to the table" to develop integrated strategies that span investment planning, tax efficiency, retirement, and estate planning.
Every member of our team is committed to delivering the sophistication of Wall Street with the sincerity and integrity of Main Street.
CFP®, CPFA®, CRPC™
CFP®, CPFA®, CRPC™
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.
