A complete list of active advisors currently associated with Addis & Hill, Incorporated

Warmer can help you find a great advisor at Addis & Hill, Incorporated or one who fits your needs even better.

Addis Hill provides fee-only financial planning and discretionary investment management primarily to individuals, families, and trusts, typically working with clients who have multimillion-dollar investable assets. The firm combines ongoing portfolio oversight with comprehensive planning services that address tax, insurance, retirement income, Social Security, and estate considerations. Investment advice is delivered through a data-driven portfolio optimization framework that emphasizes customized ETF portfolios, individual bonds, and repeatable rebalancing rules intended to reduce volatility and protracted drawdowns. Addis Hill integrates proprietary and purchased planning software, begins relationships with a limited-scope discovery process before moving to ongoing management, and coordinates with outside professionals such as accountants and attorneys. Notable distinctions include membership in NAPFA and voluntary subscription to the Institute for the Fiduciary Standard’s Best Practices, a formal sub-advisory relationship for individual bond purchases with Performance Trust, and custodial arrangements spanning Schwab, Altruist, TIAA, and Transamerica (the latter for fee-only annuity products). The firm discloses written supervisory and insider‑trading policies, states it does not accept referral compensation, and notes that a principal maintains an insurance license, which the brochure flags as a potential conflict of interest.

To learn more about the advisors currently working at Addis & Hill, Incorporated, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.