Fiduciary Financial Guidance. No Minimums Required.
No Robo-Advisors. Ever.
Real Financial Guidance From Real People.
Most firms ignore smaller investors. We don’t.
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
Whether you’re starting with $10k or scaling past $100k+, we meet you where you are.
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
First-generation wealth builders
Individuals who want ongoing financial guidance
Small business owners
Business owners exploring a 401(k) plan
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 provides professional guidance to help you make informed financial decisions and stay aligned with your long-term goals. Rather than reacting emotionally to market movements, we create a structured investment strategy based on your risk tolerance, time horizon, and financial objectives. We also monitor your portfolio over time, making adjustments when needed to keep you on track and help you build and preserve wealth efficiently.
Is there a minimum amount of money I need to get started?
No, there is no minimum investment required to work with our firm.
We believe professional investment guidance should be accessible, whether you're just getting started or managing a more substantial portfolio. Our goal is to build a long-term relationship and grow with you over time, rather than require a large upfront commitment.
How is your asset management program structured?
Our firm is structured on a two-tiered system, a Portfolio Management program and a Strategic Portfolio Management program.
Our Portfolio Management program is a model-based approach designed to provide disciplined, diversified investment management. Clients are placed into professionally constructed portfolios based on their risk profile, with ongoing monitoring and periodic rebalancing.
Our Strategic Portfolio Management program builds on this foundation by incorporating a more personalized approach. In addition to the core portfolio, a portion of your assets may be allocated to tailored investment strategies based on your specific goals.
How does the fee structure work?
Our fees are designed to be simple and aligned with your success. Rather than charging upfront or transactional fees, we operate on a percentage of assets under management, billed quarterly.
Because every client’s situation is different, pricing may vary slightly depending on the level of service and complexity involved. We’ll walk through everything clearly during your consultation so you know exactly what to expect, no surprises.
This structure ensures our interests stay aligned with yours. As your portfolio 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
