Financial Advice
MADE PERSONAL
Find confidence by partnering with a compassionate and experienced team. We have built our firm on the values of relationship, stewardship, and personal growth. As a fee-only fiduciary, we are required to place your interests above our own.
Live the life of your dreams
Make wise decisions with confidence
Better the world around you
Live the life of your dreams Make wise decisions with confidence Better the world around you
Our integrated financial planning and investment approach is designed for individuals and families with $1 million+ in investable assets who want clarity, confidence, and long-term alignment with their values.
Our goal? To help you make wise decisions with confidence, better the world around you, and live the life of your dreams.
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Know how today’s decisions impact tomorrow so you can move forward with confidence and peace of mind. Our team will be by your side for every step.
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With a proactive and tech-forward approach, we nurture a portfolio that is driven by your objectives, values, legacy goals, and tax planning needs.
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We work directly with other financial experts, such as accountants and
estate attorneys, to create a unified approach to your financial health.
Executive Advantage
Retirement and wealth strategies for executives of Cisco, Duke Energy, Duke Health, Duke University, Google, GSK, IBM, IQVIA, and SAS. Learn more about our Executive Advantage solutions for 401k plans, investment management, tax minimization, and more.
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Download the 2026 Open enrollment guide
Open enrollment is often viewed as an annual administrative task—selecting insurance, updating contributions, and confirming workplace benefits.
But for individuals and families with more complex financial circumstances, these decisions may have financial planning considerations beyond the benefits themselves.
JOINING HILLTOP
means building wealth beyond money—for our clients, our team, and the future. Every decision we make is guided by a clear set of values that shape how we advise, grow, and partner.
By joining Hilltop, Alex gained
a clear transition plan, a supportive team structure, and a path for continued growth—without losing the identity or client relationships he worked hard to build.