Income Planning

You have spent your life accumulating assets. We will help you determine the optimal way to take income from your various accounts.

Estate Planning & Long-Term Care Planning

We help you ensure a smooth transition as you age and move through the stages of life.

Tax Efficiency

When it comes to taxes, we make sure your money is in the right place to reduce the tax burden. Whether it’s more strategic to put money in one account or withdraw it from another, we’ll help you make the decisions that will benefit you the most at tax time.

Pensions & Social Security

Diving into the world of Social Security and pensions can be complicated, but your Addis Hill advisor will take out all the guesswork. We break down every choice and help you make important irrevocable decisions.

What does it mean to lean on our fence?

Simple – our door is always open to you. Whether you want advice or just a listening ear, our team is here for you — we’re ready and able to discuss your wealth plans as well as listen to your concerns and answer your questions, big or small.

At Addis Hill, you’ll find there’s no such thing as a dumb question and we’ll never judge you. Instead, we come in each day with an open mind with a genuine interest in helping you achieve your goals. You are always welcome at Addis Hill.

Comprehensive Wealth Management

At Addis Hill, we take pride in offering thoughtful and comprehensive personal wealth management services. We are always available to help simplify your financial life and ensure you’re making the best decisions for yourself and your family.

Any real estate purchase that you’ve made throughout your life will now impact your finances in a different way. We can help you reassess where you stand and decide the next best step.

The world of Medicare can seem intimidating, but that’s why we maintain connections with the best in the industry. We will connect you with the top Medicare professionals to ensure you’re getting the coverage you need.

We can assist you in evaluating insurance needs whether you need protection for your vehicle, life, house, or anything else.

A mortgage is one of the most significant expenses in your life, and you may look at it differently once you reach a life transition. The Addis Hill team will help you evaluate how your mortgage will serve you through every stage in your life.

If you’re considering downsizing or looking at continuing care and retirement community options, the Addis Hill team can make recommendations based on your needs and financial means.

If you have young children or you’re a grandparent, you may want to relieve some of the financial pressure on your loved ones when they reach college. We can help you determine how much to save and how best to do it.

Begin your journey with Addis Hill today.

Addis Hill can help you understand what’s important when making decisions for the future. Contact us today to learn how we can help with your financial goals.

The Addis Hill Client Experience Explained

We don’t believe that people should hire financial advisors to manage their money without first having a thorough understanding of the services and value the advisor will provide over time. We developed a Limited Scope Planning Agreement so clients can experience the services we provide and obtain a financial plan framework they can use for moving forward. We charge $900 for this experience.

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Starting Simply

It all begins with a discovery meeting held in-person or virtually to learn as much as possible about you, your financial situation, and your goals. We will ask for the necessary documents during the discovery meeting so there is no need to gather them together prior to know what we really need.
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We Plan

Our team will collaborate and begin development of your financial plan. We use all of our available resources including financial scenario planning, tax planning and projections, and investment analysis to name a few.
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We Debrief

Once we are finished internally, we will schedule a debriefing meeting with you to share our thoughts and observations and suggest how you might move forward.
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You take Action

If you want to consider hiring us for ongoing financial planning and investment management we will review our fees and discuss how the implementation phase will work.

Our clients have shared with us how much they appreciate this thoughtful approach.

Behind our process

Approachable

You never have to worry about being judged at Addis Hill, instead, we are here to listen and help.

Encouraging

We know there are many difficult decisions along any financial journey and we are here to support you through all of it.

Proactive

We are engaged in your plan and will work to make sure your financial future stays on track.

Objective

Because we are fiduciaries you can rest assured that our guidance is always in your best interest. There are never hidden agendas.

Authentic

We’re true to ourselves and to our word. We pride ourselves on being open, honest, and transparent every step of the way.

Straightforward

We believe in honest conversations. Never shying away from the difficult topics, ensuring all parts of your financial life are taken into account.

Begin your journey with
Addis Hill today.

Addis Hill can help you understand what’s important when making decisions for the future. Contact us today to learn how we can help with your financial goals.

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By submitting this form, you are consenting to receive marketing emails from: Addis Hill, Inc., 200 W. LANCASTER AVE, WAYNE, PA, 19087, https://addishill.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email.