A complete list of active advisors currently associated with George M. Hiller Companies, LLC

Warmer can help you find a great advisor at George M. Hiller Companies, LLC or one who fits your needs even better.

The firm provides investment advice to a mix of individual clients (including high‑net‑worth individuals), pension and profit‑sharing plans, trusts, charitable organizations, private foundations and business entities. Services described in the brochure include discretionary and non‑discretionary portfolio management, individual and company 401(k) management, financial planning, and assistance with 529 plan setup and implementation. The firm's investment approach emphasizes diversified asset allocation with a long‑term tilt toward equity exposure, using mutual funds, ETFs and individual securities and, when appropriate, strategies such as option writing and margin. Research and implementation draw on a mix of fundamental, technical, quantitative and qualitative analysis, with an operational preference for no‑load funds and institutional custodial relationships to execute and administer client accounts. What is distinctive about this adviser is that the firm’s principal is also a licensed attorney and a licensed real‑estate broker and may provide legal services separate from advisory engagements, an affiliation the brochure discloses as a potential conflict of interest. The firm describes steps to address those conflicts — including formal disclosures, a Code of Ethics and internal monitoring — and also discloses receipt of non‑economic benefits from fund managers and custodians (conferences, educational access and similar items) that are used in due diligence and practice support.

To learn more about the advisors currently working at George M. Hiller Companies, LLC, 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.