Other Services

A comprehensive suite of financial investment and planning services to help you secure your financial future

From trustee services and small business pension plans to elder care and custodial services, Andrew Hill Advisors helps you build a comprehensive plan for you and your family

The mass affluent and emerging affluent are individuals with $100,000 to $1,000,000 of liquid financial assets. In the United States, there are approximately 33 million mass affluent households, and they own nearly 37 percent of America’s liquid financial assets. Unfortunately, the mass affluent are the most under-served and over-charged clientele in the investment management industry. Andrew Hill Investment Advisors, Inc. was created to address the lack of local and professional investment services for our mass affluent clientele.

Trustee Services

A trustee appointment can be challenging and sometimes overwhelming. Whether you are the trustee for a trust or serving on a board or financial committee for a non-profit organization, you must be aware of your fiduciary and legal responsibilities. Our team includes a seasoned Certified Trust and Financial Advisor (“CTFA”) who will assist you with upholding your fiduciary responsibility. CTFA is the only certification that focuses on the fiduciary duties of a personal trust professional.

Special Needs Planning

Families with special needs children face several financial challenges. As responsible advisors, we have a passion for helping special needs children and adults achieve quality of life. This is accomplished by coordinating the financial planning process with our families’ legal, tax and health care professionals.

Small Business Pension Plans

Pension plans are one of the best wealth accumulation strategies, offering many tax advantages that are generally protected from creditor’s claims. Managing a pension plan involves many complex responsibilities, however, and necessitates a certain level of expertise that can be very time consuming. The team at Andrew Hill Associates manages different types of pension plans for a variety of professionals, employers, and businesses. By delegating the investment decision-making process to our firm, clients can devote their time towards growing their business.

Pet Planning Services

As animal lovers and supporters of related causes, we extend our financial concierge services to our client’s four-legged friends and extended family members. For many pet owners, future planning on your furry friend’s behalf is often overlooked. We help our clients develop and establish necessary plans to protect their beloved pets for circumstances that may arise now or in the future.

Elder Care Planning Services

We strive to help our clients have a “worry free” retirement. As the baby boom population ages and average life expectancies climb, we must address elder care in our client conversations. During this transition, clients and their families want to be prepared for the additional support that they will need financially, medically, and emotionally.

Custodial Services

Fidelity Investments serves as the custodian of our client accounts and incorporates the industry’s leading technology. As the custodian, Fidelity safekeeps Andrew Hill client’s assets, collects interest and dividends, and generates client statements.

investment banking

April 22, 2019

How our Firm Assists Clients who Purchase Annuity Products

As our firm continues to grow, Andy and I are visiting with more and more clients who own some form of an annuity contract.    This is usually revealed to us at the beginning of a client relationship with a series of questioning statements, such as:…

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investment banking

April 22, 2019

Financial Planning for Those in the Empty Nester Stage

Life brings about many stages and phases, each with its own set of perks and challenges. Empty nesters experience a wide range of emotions as their children gain their wings and fly, yet through it all they still shoulder some hefty financial burdens. A recent…

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July 17, 2019

Protecting the Elderly from Financial Fraud and Exploitation: What You Need to Know

Financial fraud is the fastest growing form of elder abuse. Financial elder abuse happens when someone illegally or improperly uses a vulnerable senior’s money or other property. With an estimated cost of $3 billion per year, these crimes are difficult to combat because they often…

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