The Hill Group
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 our advisors’ tenures ranging from over 40 years (Jeff), his brother (Ken) over 30 years, Jeff’s son (Nick) over 10 years, to two years (Colin), we excel 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 three advisors hold the CERTIFIED FINANCIAL PLANNER™, CFP® certification. Their training reflects our devotion 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 strategies
- Liability management
- Exit and succession planning
- Tax minimization
- Trust and Estate planning
- Education planning
At The Hill Group, we believe that clients appreciate our team's energy, acumen, and more than 110 years of cumulative wealth management experience. This unique synergy allows us to bridge generational gaps and talk comfortably with clients of all ages about mutual interests and experiences, not only financial matters. Talking frequently and casually, we are able to help "the next generation" of clients' families.
As a multi-generational family team, we look at the impact of financial decisions on entire families for the short- and long-term. It is important to assist, educate, and provide for clients' growing and adult children, and often, their elderly parents. On many occasions, we "bring all stakeholders to the table" to develop and explain integrated approaches that span investment planning, retirement planning, tax minimization, and estate planning strategies.
Each of us is proud to deliver 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.
