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Consider Partnering with Hilltop

Advisor Connect

Hilltop Wealth Solutions is a successful independent registered investment advisory firm based in Northern Indiana with clients across the United States and are looking to add advisors that want to help their clients succeed, grow their business and/or build a business succession plan.

We are best positioned to support advisors in the following situations:

  • Advisors that wish to continue building their business and are looking for proven marketing strategies and the necessary back office support needed to grow a successful practice.

  • Advisors that want to move their business to a true independent fiduciary firm.

  • Advisors working toward an exit strategy and looking for a business succession plan. Hilltop Wealth Solutions has extensive experience working with advisors and successfully transitioning them into their retirement.

  • Advisors who are considering selling their practice outright will find our terms and timeframe to be flexible with a very competitive overall buyout package.

Why Partner with Hilltop?

  • Hilltop Wealth Solutions is a SEC-registered firm which allows our advisors the flexibility to work with clients from any state. Additionally, we have a broker dealer relationship to accommodate certain solutions.

  • Our internal commitment to technology grants us the ability remain current with the best financial planning software and tools available to advise our clients on investment solutions, retirement planning options, social security strategies, tax planning strategies, estate planning and much more. Additionally, your clients will have access to all their investment accounts through our custom client portal.

  • We invest heavily into continuing education and training each year to ensure our advisors and support team are considered local experts in our areas of expertise.

  • Our ability to serve as a corporate fiduciary allows full Trustee and Executor services for your clients and promotes multi-generational relationships for your book-of-business.

  • Our asset-based fee structure aligns our success with that of our clients and seats us all on the same side of the table.

  • A proven client-service model with an experienced support staff will allow you to focus your time and energy on your clients and growing your business, not back office operations.

  • Many firms promise leads and marketing support, but do not deliver. We are different! Our surround sound marketing strategy encompasses print and digital advertisement, workshops, a weekly television program on Fox Michiana focused on financial guidance, an exclusive partnership with a local media company and a systematic stay in touch system for clients and prospects, including hosting multiple guest and client events.

  • We embrace a culture of Giving Back to our communities and have forged deep relationships with many local nonprofit organizations, freely give of our time and expertise through board appointments, coordinating staff/client volunteering opportunities and outright financial support.  We encourage and support volunteering in the communities in which we live and work and have developed a matching volunteer fund where Hilltop will match client contributions to charity.
If you are interested in a confidential conversation to learn more about our Advisor Connect platform, please reach out to Hilltop Wealth Solution CEO, Erik Brenner via his mobile: 574-532-2869 or you can email him at erikbrenner@loneb30.sg-host.com.

© 2022 Hilltop Wealth and Tax Solutions

Website Disclosures

Hilltop Wealth Solutions (“Company”) is an SEC registered investment adviser located in Mishawaka, IN with branch office located in MI and other locations throughout IN.  The Company may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  The Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Company’s web site on the Internet should not be construed by any consumer and/or prospective client as the Company’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by the Company with a prospective client shall be conducted by a representative that is either registered or qualified for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of the Company, please contact the SEC or the state securities regulators for those states in which the Company maintains a notice filing.  A copy of the Company’s current written disclosure statement discussing Company business operations, services, and fees is available by going online via the SEC’s Investment Advisers Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-115255.

The Company does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Company web site or incorporated herein and takes no responsibility, therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Company, will be profitable or equal any historical performance level(s).

Certain portions of Company web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Company (and those of other investment and noninvestment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from the Company, or from any other investment professional.

The Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Company by any of its clients.  Rankings published by magazines and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.  Rankings are generally limited to participating advisers.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the Company web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the Company, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to the Company web site, to release and hold harmless the Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from the Company.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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