A complete list of active advisors currently associated with Hilltop Wealth & Tax Solutions

Warmer can help you find a great advisor at Hilltop Wealth & Tax Solutions or one who fits your needs even better.

Hilltop Wealth & Tax Solutions serves a range of individual and institutional clients — including high‑net‑worth individuals, trusts, corporations, partnerships, retirement plans, and tax‑exempt entities — with discretionary portfolio management, comprehensive financial planning, tax planning and tax preparation, and retirement plan participant account management. The firm provides integrated planning and investment services that explicitly incorporate tax and estate considerations into investment recommendations. Investment decisions are customized to each client’s objectives, risk tolerance and financial circumstances and implemented through discretionary asset management, the use of third‑party software and outside vendors, and separate account or ETF allocations as appropriate. For held‑away defined‑contribution plan participant accounts the firm uses a third‑party order management platform (Pontera) to review and rebalance allocations on a recurring basis. Compared with many peers, Hilltop combines advisory services with affiliated tax and bookkeeping capabilities and an external tax‑advisory relationship, and principals have an ownership interest in a renewable‑solutions business that structures client access to solar tax credits; these arrangements and in‑house tax services are disclosed as potential conflicts of interest. The firm also has advisors who are registered representatives of a broker‑dealer and may receive transaction‑based compensation and insurance commissions, and it operates multiple offices and related nonprofit and authorship activities that are noted in its disclosures.

To learn more about the advisors currently working at Hilltop Wealth & Tax Solutions, 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.

You can also browse Hilltop Wealth & Tax Solutions's office locations.