Wealth Management
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Investment Management
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Advanced Planning
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Relationship Management

It's What We Do!

How We Can Help

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

Optimization

We help you make sure your investments are allocated and located in the right places.

Simplification

We work to provide a simplified plan through approach to managing your investments in concert with your overall financial plan.

Retire from Responsibility

Managing your finances can be overwhelming, which is why we take care of the difficult tasks, like investment diversification and rebalancing for you.

Guidance

Your advisory team will help review all aspects of your financial situation to guide you toward the best decisions.

Retirement right around the corner?

As you approach retirement, you’re sure to be faced with a range of complicated challenges and important decisions. You’ll want to know that things are being handled correctly. That’s why the team at Addis Hill looks at your ideal retirement to make sure you’re on track to take care of the people and plans you care most about in the coming years. Plus, if there are any gaps in your plan or any unexpected issues you may not have considered, our team can help identify those areas to make sure things don’t fall through the cracks.

Begin your journey with Addis Hill today.

Contact us today to discover how we can simplify your financial life and help you plan for retirement and beyond.

FOR THE BIG MOMENTS IN LIFE

Through any transition in life, the Addis Hill team is available to help you navigate the changes with ease and confidence.

Retirement Planning

Lump-Sum Distribution Management

Inheritance Planning

What sets us apart?

Chip Addis - Addis Hill Financial Planning

Independent Fiduciaries

Our only compensation comes from our clients, and we never accept outside commissions or soft dollars, so you know there’s no hidden agenda or conflict of interest.

Sincere Approach

We’re in the business of creating peace of mind and, we aim to create sincere and genuine relationships with everyone we serve.

Tailored to You

Because no two clients or situations are ever the same, we tailor each plan to the individual, aligning the strategy to meet the unique goals and needs of each client.

Collaborative

Our team works well together.  Great plans are created by the combination of all of us working together on your behalf. We also welcome outside collaboration with your CPA or estate planning attorney.

Purposeful Engagement

We consistently communicate with our clients so you stay informed. As changes occur in your life, we can adjust your financial plan to match.

SIMPLIFYING THE COMPLEXITY

Maintaining your personal wealth can seem daunting, particularly in the midst of a transition. 
We can help break down every decision and give you the advice you need to make an informed decision.

Consolidate

We’ll assist you in determining whether combining your investments is necessary or important, then we’ll work to make them easier to understand and manage.

Clarity

Your Addis Hill advisor will provide a clear roadmap up-front that puts you in control and never leaves you feeling confused.

Connected

Need an estate attorney, accountant, insurance representative, niche specialist or other professional? We'll connect and collaborate with them to give you the most well-rounded experience.

No second-guessing

Our team is always there to help you through the hard decisions and reassure you of your choices.

Begin your journey with Addis Hill today.

Contact us today to discover how we can simplify your financial life and help you plan for retirement and beyond.

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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, http://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. Emails are serviced by Constant Contact