Oro Valley, AZ Office
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Abbey Hill Financial Advisors, LLC
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About
The firm provides personalized financial planning and both discretionary and non-discretionary investment management to individuals, trusts, estates, and pension and profit-sharing plans. Services include comprehensive financial planning, ongoing investment supervision, and consulting for retirement plans, with advice delivered through client consultations and written investment policy statements.
Its investment approach is a structured strategy that emphasizes global diversification, risk management, tax efficiency, and low-cost vehicles, typically implemented with no-load mutual funds and exchange-traded funds and executed through discount broker custodians. The firm commonly manages accounts under limited power of attorney and conducts regular reviews and reporting, using an investment policy statement to document client goals and restrictions.
What is distinctive is the firm’s small, independent structure managing approximately $86 million for roughly 60 clients while also maintaining an insurance affiliation: the firm’s principal is insurance-licensed, may sell commissionable insurance products to clients (devoting a small portion of time to that activity), and discloses the resulting conflicts of interest. It also provides pension consulting and serves pension or profit-sharing plan clients — services that are less common among independent, solo-advisor firms.
Based on Abbey Hill Financial Advisors, LLC
Expertise
Based on Abbey Hill Financial Advisors, LLC
Location
Oro Valley AZ
Advisors at this office
1
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