Over 50 Years of Combined Investment Experience
Independent, fiduciary-driven investment management built for long-term success.
As professional investment advisors, we help your capital work efficiently - so your financial strategy remains aligned, proactive, and intentional
About Us
We are an independent team of professional advisors committed to delivering prudent, fiduciary-driven investment guidance. We work with intent, aligning each portfolio to support our clients’ long-term objectives and strategic financial goals.
Our Services
Personal Investment Management
A dedicated team focused on protecting and growing your wealth through disciplined, active portfolio management. Be as involved in the process as you choose, while trusting that your investment strategy is being managed with care, experience, and accountability.
Personal Retirement Planning
This is one of the most important financial decisions an individual will make. Our firm strategically balances and guides your plan from accumulation through distribution, helping you take full advantage of available tax efficiencies.
College & Education Savings
The rising cost of higher education presents a growing challenge for families. Our firm helps clients identify future education funding needs and develop tax-advantaged savings strategies to support their child’s educational goals.
Cash Flow & Capital Planning
Effective financial planning begins with understanding how money moves. We help clients evaluate cash flow, allocate capital intentionally, and plan for near- and long-term funding needs so financial decisions remain aligned with overall investment and planning objectives.
Your Dedicated Advisors
Donald T. Hill Jr., IAR, CEO, Co-Founder, Financial Advisor
Kyle LaBarre, IAR, CCO, Co-Founder, Financial Advisor
Donald T. Hill Sr., IAR, SAA, Co-Founder, Financial Advisor
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
