A complete list of active advisors currently associated with Hilltop Wealth Advisors, LLC
Warmer can help you find a great advisor at Hilltop Wealth Advisors, LLC or one who fits your needs even better.
Hilltop Wealth Advisors serves individuals, trusts, estates and business entities — including both non-high-net-worth and high-net-worth clients — providing financial planning, consulting and discretionary investment management. The firm manages approximately $635 million in client assets with a team of nine advisors and also offers retirement-plan support, acting as a 3(21) fiduciary for employer-sponsored plans and managing held-away accounts when requested. The firm’s investment process combines fundamental analysis with a tactical asset-allocation framework derived from Modern Portfolio Theory, typically implemented through mutual funds and ETFs while permitting allocations to individual securities, options, private equity and Independent Managers. Hilltop maintains a set of model portfolios (including tax-aware non-qualified models, SRI-focused models and a direct-indexing option using Vanguard Personalized Indexing) and monitors accounts on an ongoing basis to align allocations with clients’ risk tolerance and objectives. Notably, Hilltop frequently hosts educational seminars and social events for clients and businesses — an offering that is relatively uncommon among peers — and discloses that some event support may be provided by Independent Managers, which it identifies as a potential conflict of interest. The firm operates as a fee-only adviser that does not accept commissions and discloses receipt of operational support and transition assistance from its primary custodian, arrangements the brochure notes can create conflicts even as they facilitate client servicing.
To learn more about the advisors currently working at Hilltop Wealth Advisors, 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.
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