Financial planning and investment services designed for those who have an investment portfolio worth more than $1 million:

Understand how today’s decisions shape tomorrow—so you can move forward with clarity and confidence. Our team is with you every step of the way.

FINANCIAL PLANNING

With a proactive and tech-forward approach, we nurture a portfolio that is driven by your objectives, values, legacy goals, and tax planning needs.

INVESTMENT MANAGEMENT

Better together

One Strategy. Multiple Experts.

We work directly with other financial experts, such as accountants and estate attorneys, to create a unified approach to your financial health.

Work With Us
  • Ben Yeager, CEO, Partner & Senior Advisor, Hilltop Wealth Advisors, Chapel Hill

    Ben Yeager

    CEO, Partner & Senior Advisor

  • Rusty Eriksen, President, Partner & Senior Advisor, Hilltop Wealth Advisors, Chapel Hill

    Rusty Eriksen

    President, Partner & Senior Advisor

  • Chris Hostetler, Partner & Senior Advisor, Hilltop Wealth Advisors, Chapel Hill

    Chris Hostetler

    Partner & Senior Advisor

  • David Wise, Partner & Senior Advisor, Hilltop Wealth Advisors, Chapel Hill

    DAVID WISE

    Partner & Senior Advisor

  • Brittany Brinckerhoff, Partner & Lead Advisor, Hilltop Wealth Advisors, Chapel Hill

    Brittany Brinckerhoff

    Partner & Lead Advisor

  • Alex Rankin, Financial Advisor, Hilltop Wealth Advisors

    ALEX RANKIN

    Financial Advisor

  • Stephen Neubig, Financial Advisor, Hilltop Wealth Advisors, Chapel Hill

    STEPHEN NEUBIG

    Financial Advisor

  • Sofia Pina, Associate Advisor, Hilltop Wealth Advisors, Chapel Hill

    Sofia Pina

    Associate Advisor

  • Ryan Wickersham, Associate Advisor, Hilltop Wealth Advisors, Chapel Hill

    RYAN WICKERSHAM

    Associate Advisor

Pricing

We are fee-only, so we do not receive
any commissions for selling products.
Your planning and investment fee is a percentage of the accounts we manage.

Assets Under Management

First $1.5 million | 1.00% Annual Fee

On the next $1.5 million up to $10 million | 0.70% Annual Fee

On balances over $10 million | 0.45% Annual Fee

Minimum Quarterly Fee: $3,750

There is no required contract length. For more details,
click here to view our Form ADV Part 2A - Firm Brochure.

SCHEDULE

  • In our first meeting each year, we will help you reaffirm your priorities and measure progress toward your goals. This meeting typically covers:

    ▶ Reviewing and updating goals

    ▶ Net worth and cash flow

    ▶ Savings and investment strategies

    ▶ Stress test scenarios

    ▶ Gifting strategies

  • In our summer meeting, we will help you understand and prepare for different financial risks and will typically cover:

    ▶ Risk management and insurance planning

    ▶ Your estate plan

    ▶ Legacy planning strategies

  • In our final meeting of the year, we will review your income tax situation and consider strategies to manage what you owe:

    ▶ Reducing current-year taxes

    ▶ Minimizing future taxes

    ▶ Pertinent tax code updates

    ▶ Collaboration with your tax advisor

INTRO CALL

A complimentary call to get acquainted, determine if we are a good fit, and answer any initial questions.

DATA GATHERING

Before we give advice, we discuss your goals and use our secure portal to gather relevant information.

STRATEGy

Create a personal action plan that addresses your top priorities and identifies any other needs.

ONGOING REVIEW

We schedule regular meetings to monitor your strategy and address unexpected events in your life.

GET STARTED

Turn Stock into Strategy

Make wise decisions about one of your most valuable assets with Hilltop’s Equity Compensation Analysis. Designed to provide you with unique and insightful perspectives on the full value of your equity, its inherent risk, and the hidden leverage often overlooked in your stock options to help you reach your financial goals.

Learn More