Addis & Hill is please to announce the promotion and addition to our team. Kelly manages the firm’s investment process and client custom allocations and Bill heads up the financial planning process for Addis & Hill.
People on the move Business people on the move
Philadelphia Business Journal Philly.com
Kelly Bashore Bill Mayer, CFPtm
Learn how proactive tax planning, asset location, Roth conversions, and tax-efficient withdrawals can help reduce your lifetime tax burden.
Learn how proactive tax planning, asset location, Roth conversions, and tax-efficient withdrawals can help reduce your lifetime tax burden.
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