A complete list of active advisors currently associated with Quarry Hill Advisors

Warmer can help you find a great advisor at Quarry Hill Advisors or one who fits your needs even better.

Quarry Hill Advisors serves individual investors (including high-net-worth clients), charitable organizations and corporate plan sponsors, providing discretionary investment management, retirement plan advisory, and a range of financial planning services. The firm reports roughly $395 million in assets under management across about 203 client relationships and is supported by three advisors. The firm primarily pursues passive investment management using index mutual funds and ETFs, constructs client-specific investment policy statements, and offers ongoing discretionary portfolio oversight; for lower-balance accounts it may use the Schwab Institutional Intelligent Portfolios algorithmic platform to implement model ETF portfolios. Quarry Hill collects asset-based fees for portfolio management and also provides project-based, hourly, and comprehensive planning engagements, with client-imposed investment restrictions accommodated where appropriate. Noteworthy aspects include an explicit succession agreement with Buckingham Strategic Wealth to address continuity of service, and a practice of including comprehensive financial planning at no extra charge for clients with $500,000 or more in assets under management. Quarry Hill also combines traditional advisory services with automated model implementation for some clients and reports no outside compensation or affiliate conflicts in its disclosures.

To learn more about the advisors currently working at Quarry Hill Advisors, 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.