A complete list of active advisors currently associated with Park Hill Financial Planning & Investment Management, LLC

Warmer can help you find a great advisor at Park Hill Financial Planning & Investment Management, LLC or one who fits your needs even better.

Park Hill Financial Planning & Investment Management is an independent, fee-only advisory firm operated by a single advisor that provides comprehensive financial planning, hourly planning, and ongoing investment management to individual and high-net-worth clients. The firm offers one-time financial plans, ongoing planning engagements, and continuous discretionary portfolio management, and it may refer clients to unaffiliated third‑party professionals and outside managers for implementation. The firm’s investment process emphasizes asset allocation and modern portfolio theory while employing both passive and active strategies, with fundamental and technical analysis used to select funds and individual securities. Portfolios are managed under written investment policy statements, client-imposed restrictions are accommodated in writing, and the firm provides periodic reviews and a tailored client service cadence for ongoing monitoring. Noteworthy aspects relative to peers include a concentrated client base and asset level—managing roughly $69 million for about two dozen clients—indicating a focus on higher‑net‑worth wealth‑management relationships rather than a broad retail clientele. Operationally, the firm requires use of its recommended institutional custodian and permits direct fee deduction (resulting in constructive custody), and it offers both fixed‑fee planning and hourly engagements alongside its AUM advisory service and use of outside managers.

To learn more about the advisors currently working at Park Hill Financial Planning & Investment Management, 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.