What we do

At Addis Hill, we aim to simplify the complexity of financial planning, helping you manage and eliminate the fear and anxiety of personal wealth management. We form genuine relationships with each and every one of our clients, helping us create plans that are perfectly suited to each unique situation.

Investments

As the core piece of your plan, intelligent and carefully planned investments secure your future. Through our diversification and asset allocation process, we help you achieve financial security.

Estate Planning

We also help you ensure the smooth transition of funds to heirs through our estate planning service. This includes the delegation of assets and planning your estate to be transferred exactly as intended.

Tax Efficiency

When it comes to taxes, we make sure your money is in the right place at the right time. 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 process and help you see where every dollar is going.

What does it mean to lean on our fence?

Simple, our door is always open to you, no matter the day or time. Whether you want advice or just a listening ear, our team is here for you — we’re ready and able to discuss 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’re open-minded, with a genuine interest in you, your goals and helping you achieve them. You are always welcome at Addis Hill, whether you simply need to talk through an idea or are looking for specific guidance, our entire team is here to support you, happy to lend an ear or provide advice.

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.

Real Estate

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 for your financial future.

Mortgages

A mortgage is one of the most significant investments 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 retirement or any other stage in your life.

Medicare

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.

Downsizing

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. We will work with you and your family to help you find the best fit for the coming years.

Insurance

We can also assist you with any other insurance needs, whether you need protection for your vehicle, life, house, or anything else in your life. You can get the coverage you need while ensuring that your protection is affordable and thorough. And, because we never accept commissions or extra compensation, you know our recommendations will always be in your best interest.

Education planning

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 ensure that your funds will be distributed to your heirs in the most efficient way possible.

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.

What you’ll experience

At Addis Hill, we aim to make things as simple as possible for our clients, and getting started is no exception.
phone1@2x

Starting simply

We start with a 10- to 15-minute phone call with one of our advisors. This initial meeting helps ensure that we can work well together to reach your financial goals.

conversation@2x

Hearing about you

From there, we will hold a discovery meeting to gather more information about you and where you hope to go in your financial future.

Puzzle@2x

Building a foundation

Then, a foundational meeting ensures that your representative understands your goals and fears and allows the two of you to work out any gaps in your strategies.

knight@2x

Crafting the Strategy

After that, we start getting down to the numbers. Build-out meetings allow us to focus on the big picture strategy and the logistics of investments, tax, insurance, and more.

Rocket@2x

Taking action!

Finally, implementation meetings are where the action happens. We will present an assessment and management proposal and can put you in touch with the industry's best CPAs, insurance agents, or attorneys.

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.

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.

Get helpful tips and info delivered to your inbox.

Select list(s) to subscribe to


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

STAY INFORMED

Get the latest blog posts conveniently delivered to your email.

Select list(s) to subscribe to


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