Consider Partnering with Hilltop
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.