A complete list of active advisors currently associated with Springhill Wealth Management

Warmer can help you find a great advisor at Springhill Wealth Management or one who fits your needs even better.

Springhill Wealth Management is an independent, advisor‑led investment advisory firm managing roughly $82 million for about 71 clients. It offers discretionary and non‑discretionary investment management, written financial planning, legacy‑position services, and assets‑under‑advisement for individuals, high‑net‑worth families, trusts, estates, partnerships, corporations, and charitable entities. The firm applies strategic and tactical asset allocation with portfolios built from equities, fixed income, mutual funds, and ETFs, and it may include alternative investments or ESG/sustainable options for clients who request them; cash balances can represent a sizable portion of portfolios depending on market outlook. Investment decisions draw on fundamental, technical, cyclical, and model‑manager analysis, with regular rebalancing and the option to recommend IRA rollovers (with related conflicts disclosed). Notably, the firm is not a solo‑practitioner practice despite its small advisor count: the principal also serves as the firm’s Chief Compliance Officer and holds professional wealth‑management credentials, and the firm employs additional staff and third‑party platforms (including an institutional reporting platform and custody relationships). The firm registered under its current name in 2026 (f/k/a Lucent Financial), discloses legacy‑holding services, and the principal’s outside ownership of several private real‑estate entities and use of private/alternative funds are described as factors that may affect suitability and liquidity.

To learn more about the advisors currently working at Springhill Wealth Management, 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.

Name	Location	Years of experience
Travis Hartman	Bozeman, MT	4

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