Addis Hill is a fee-only financial advisory firm, which means we are compensated solely by our clients – never through commissions, product sales, or referral fees. Our fees are based on a percentage of the assets we manage on your behalf. This structure matters because it eliminates conflicts of interest entirely: we have no financial incentive to recommend anything other than what is genuinely best for you. What's good for your portfolio is good for us.

Our services are designed to provide the greatest value to individuals and families with $1.5 million or more in investable assets. At this level, the complexity of your financial picture – taxes, retirement income, estate planning, portfolio strategy – typically justifies and benefits most from our comprehensive, integrated approach.

That said, we don't apply a rigid, one-size-fits-all rule. What matters most to us is whether we can genuinely add value to your situation. If you're close to that threshold or have a particularly complex financial picture, we'd encourage you to reach out and start a conversation.

Our first conversation is entirely about you – there's no sales pitch and no obligation. We'll take the time to understand your goals, your timeline, your current financial picture, and what prompted you to reach out. We'll talk through what's working, what concerns you, and what you're hoping a financial advisor can help you accomplish.

From there, we'll share how we work, what our process looks like, and whether we think there's a strong fit. Most importantly, you'll leave the conversation with a clearer sense of the questions you should be asking – whether you work with us or not.

A fiduciary is an advisor who is legally and ethically required to act in your best interest, not their own, and not their firm's. This is a higher standard than the "suitability" standard that applies to many brokers and commission-based advisors, who are only required to recommend products that are "suitable" for you, even if better or less expensive options exist.

At Addis Hill, fiduciary responsibility isn't just a legal obligation, it's the foundation of how we operate. Every recommendation we make, every strategy we propose, and every product we consider is evaluated through the lens of what is genuinely best for you and your family.

Addis Hill was founded in 2000 and has been serving clients for over 25 years. Over that time, we've guided clients through multiple market cycles while maintaining our focus on long-term, evidence-based planning. That depth of experience informs every recommendation we make.