Fiduciary Financial Guidance. No Minimums Required.
No Robo-Advisors. Ever.
Real Financial Guidance From Real People.
Built for individuals and business owners who want real guidance, not algorithms, templates, or minimum account barriers.
No Pressure. No Commitment. Just a Conversation.
No Pressure. No Commitment. Just a Conversation.
About Us
We help individuals and business owners build long-term financial independence, from your first invested dollar to more complex decisions.
Clear guidance. Disciplined strategy. Long-term alignment.
Who We Work With
Small business owners
First-generation wealth builders
Business owners exploring a 401(k) plan
Individuals who want ongoing financial guidance
How We Help
Manage Your Investments
Grow your wealth with a disciplined strategy tailored to you.
Plan for Retirement
Know where you’re going and how to get there with a clear, long-term plan.
Save for Education
Plan ahead for rising education costs with tax-efficient strategies.
Manage Cash Flow & Capital
Make smarter decisions with your money, from daily cash flow to long-term allocation.
How It Works
1. Intro Call
We get to know you, your goals, and your situation.
2. Build Your Plan
A strategy tailored to your needs and priorities.
3. Ongoing Guidance
We manage, adjust, and guide you over time.
Your Dedicated Advisors
Donald T. Hill Jr., CEO, Co-Founder, Investment Advisor Representative
Kyle LaBarre, CCO, Co-Founder, Investment Advisor Representative
Donald T. Hill Sr., SAA, Co-Founder, Investment Advisor Representative
Why Work With Us
Fiduciary advice. Always.
No Account Minimums
No Robo-Advisors
Personalized Strategies
Ongoing Advisor Access
FAQS
How does an investment advisor benefit me?
An investment advisor isn't there to sell you a specific product. In a world overwhelmed by information, their role is to sit on your side of the table and help you cut through the noise, guiding you toward investment decisions that truly align with your goals.
Is there a minimum amount of money I need to get started?
The biggest difference our firm offers is simple. You do not need a large amount of money to get started or to receive truly personalized guidance. Unlike most firms, we have no account minimums under our passive management program, yet you still benefit from a real, licensed investment advisor who actively oversees and manages your account.
What's the difference between Active Account Management and Passive Account Management?
The Active Account Management program is reserved for people who want to take advantage of more hands-on investments and be involved in the derivatives market, which leverages your stocks in an attempt to yield a higher return. Your investment advisor will work with you to create a personalized investment strategy aligned with your financial goals and risk tolerance.
Our Passive Account Management program is a series of diversified portfolios which contain stocks that are hand picked by the collaboration of our advisors. Those portfolios are managed and rebalanced on a regular basis to ensure each one is meeting the investment objectives set forth.
How does the fee structure work?
Because our clients have a wide range of net worths and investment objectives, advisor fees vary slightly by tier. Fees are based on a percentage of assets under management and are billed on a quarterly basis. Your advisor will meet with you personally to review which tier applies to you and answer any questions. This structure aligns our interests with yours, because when your account grows, we grow alongside you.
How long have you been investors?
Our advisors collectively have more than 50 years of trading and investing experience, providing you with informed guidance and a level of personal attention that technology alone cannot replace.
Get In Touch
Get In Touch
