Meet Our Team of Industry Experts
Beyond having deep and extensive knowledge of financial planning and investment management, our team’s combined experience also includes data and economic analysis, operations, tax planning, and client services. This well-rounded – and rather broad – mix of skills allows us to better serve our clients and advisors. We can’t wait to show you how.
TEAM
Proud to be a Fee-Only Fiduciariy
Most financial advisors are not fiduciaries. They can earn commissions based on hidden fees and buying and selling decisions - but not us. As fiduciaries, we legally and ethically must act in your best interest.
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Fee-only means that our interests are 100% aligned with yours.
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Our advisors work with you to create a custom investment plan that is tailor made to your unique financials situation and goals.
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Simply put, we only win when you win.
An Honest Approach to Effective Financial Management
ABOUT
At Fox Hill Wealth Management, our investment philosophy is founded upon creating portfolios based on top-rated institutional research. We modernized the archaic approach of implementing broad-based solutions for all clients. Instead, we practice an investment style that is high-touch and tailored to your unique financial goals. In this way, each of our clients receives direct and personalized management from our ownership and leadership team.
TACTICS ASIDE,
our approach is defined by collaboration, transparency, and commitment. We are accessible to our clients and solutions-oriented, fully committed to our work and the management of your money. Further, as a boutique firm, we are smart, flexible, and nimble – bypassing bureaucracy, foregoing sales quotas, and ignoring investment mandates. Our goal is – and always will be – to make your money work for you.
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Are you a fiduciary?Yes, we are a fiduciary. This means we are legally obligated to act in the best interests of our clients at all times.
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How do you make money?We are a fee-only Registered Investment Advisor. We do not receive commissions from selling products. Our fees are based on managing and advising on our clients’ assets.
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Is there a minimum investment amount?No, we do not require a minimum investment amount. We are committed to providing personalized financial guidance regardless of your investment size.
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What services do you offer?We offer a range of services including portfolio management, financial planning, estate planning, tax strategy and services, bookkeeping, business consulting, and advisory services. Each client’s portfolio is actively managed and tailored to their unique financial goals and risk tolerance.
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Do you offer one-off financial plans?Yes, we offer one-off financial plans along with estate planning services. These are ideal for clients who need specific advice on a particular financial concern without a long-term management commitment.
