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We're celebrating 25 years

Advisors you
can lean on.

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We're celebrating 25 years
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Who We Help

The best fit is the right fit—here’s who we serve best.

At Addis Hill, we work with individuals and families who are approaching retirement or already enjoying it. As your financial life becomes more complex, our role is to bring clarity, simplify decisions, and help you move forward with confidence. Whether you’re preparing for retirement or navigating it now, we’re here to guide you every step of the way.

Investment Minimum: $500,000

Pre-Retirement Planning

You’re still building wealth, and the financial picture is starting to feel more complex. We help you create a clearer, more streamlined plan so your money stays on track—giving you confidence that retirement is within reach.

Retiring Soon

You’re ready to step into retirement, but you don’t want to make major investment or tax decisions alone. We guide you through the transition so you can retire on solid footing and focus on what matters most.

Already Retired

You’ve worked hard to build your wealth. Now you want to protect it, generate reliable income, and support the life you’ve envisioned. We help you create a sustainable, long-term strategy that balances growth, income needs, and your legacy goals.

The Safety N.E.T. Approach

No Matter What, it’s Covered

Our approach is simple and client centered. We approach every plan with a focus on sustainability, Tax efficiency, and disciplined investment management to ensure that your retirement lasts. There are 3 things we know for certain:

1. No one wants to run out of money,

2. Nobody likes paying taxes,

3. Everyone likes better NET returns.

Click on any circle above to learn more about our approach.

Working Together

Our streamlined process ensures you get personalized
financial guidance every step of the way

Initial Consultation

We start by understanding your current financial situation, goals, and concerns. This complimentary meeting helps us determine if we're the right fit for each other.

Create Your Plan

We analyze your complete financial picture and develop a comprehensive plan tailored to your unique situation, covering investments, taxes, and retirement income strategies.

Ongoing Support

Your plan evolves as your life changes. We provide continuous guidance, regular reviews, and proactive adjustments to keep you on track toward your goals.

About Us

A process is only as strong as the people behind it. Meet the team committed to guiding you through your retirement decisions.

 
Chip Addis

Kent R. Addis, Jr. “Chip”

Justin Hill

Justin J. Hill

Kelly Bashore​

Kelly Bashore

Gail Dewey​

Gail Dewey

Bill Mayer​

Bill Mayer

Lynne-whitaker

Lynne Whitaker

Learn More About Addis Hill

Begin the process with us today

Our process starts with give us a call or schedule your intake meeting to see if we can helpbus leo.

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Schedule an Appointment

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