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.
With a proactive and tech-forward approach, we nurture a portfolio that is driven by your objectives, values, legacy goals, and tax planning needs.
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.
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![Ben Yeager, CEO, Partner & Senior Advisor, Hilltop Wealth Advisors, Chapel Hill]()
Ben Yeager
CEO, Partner & Senior Advisor
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![Rusty Eriksen, President, Partner & Senior Advisor, Hilltop Wealth Advisors, Chapel Hill]()
Rusty Eriksen
President, Partner & Senior Advisor
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![Chris Hostetler, Partner & Senior Advisor, Hilltop Wealth Advisors, Chapel Hill]()
Chris Hostetler
Partner & Senior Advisor
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![David Wise, Partner & Senior Advisor, Hilltop Wealth Advisors, Chapel Hill]()
DAVID WISE
Partner & Senior Advisor
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![Brittany Brinckerhoff, Partner & Lead Advisor, Hilltop Wealth Advisors, Chapel Hill]()
Brittany Brinckerhoff
Partner & Lead Advisor
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![Beth Stancil]()
Beth Stancil
Lead Advisor
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![Alex Rankin, Financial Advisor, Hilltop Wealth Advisors]()
ALEX RANKIN
Financial Advisor
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![Stephen Neubig, Financial Advisor, Hilltop Wealth Advisors, Chapel Hill]()
STEPHEN NEUBIG
Financial Advisor
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![Mackenzie Bell]()
Mackenzie Bell
Financial Advisor
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![Sofia Pina, Associate Advisor, Hilltop Wealth Advisors, Chapel Hill]()
Sofia Pina
Associate Advisor
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![Riley Sutter]()
Riley Sutter
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
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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
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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
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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.
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.
