Sound, Strategic & Sustainable

Financial Advisory Services to Secure Your Vision for the Future

OUR SERVICES

Investment Philosophies
& Strategies

Quality ESG-focused investment management services and insights tailored to your values, life and plans.

Personal Financial
Concierge Services

Streamlined, simplified financial management delivering peace of mind for even the most complex plans.

Comprehensive
Financial Planning

Cash flow management & retirement planning designed to help you meet your individual goals.

Specialty
Services

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

WHY CHOOSE Andrew Hill Investment Advisors?

Whether you are an individual, charitable entity, fiduciary client or small business owner, our boutique approach to providing financial advisory services is the same – and it’s all about you. Help us understand your personal goals and dreams, so the financial professionals at Andrew Hill Investment Advisors can design a plan to meet them head-on. Let our customized investment management and financial concierge services work together to help you achieve your vision for the future.

Moreover, we offer an attractive fee structure. Because we manage assets directly, our firm can provide better results than 90% of our competition – while charging less. As a registered investment advisory firm, our fees typically amount to one percent or less of assets under management. This includes our customized investment financial services, wealth management and personal financial concierge services.

OUR PROCESS

Andrew Hill Investment Advisors will meet with you personally to identify the best investment opportunities, financial services and products to match your needs, values and objectives.

Financial planning is an ongoing process and we are committed to working with you to meet and exceed your expectations. Our comprehensive planning strategy will address your full financial future – from right now to retirement. The resulting investment plan will serve as a roadmap to meet both your short- and long-term goals.

Our services keep going well beyond the plan. Every quarter, we evaluate each core holding to ensure it meets 24 fundamental and technical factors in order to match assumed risk with return potential. This thorough approach surpasses traditional financial planning, giving you the support you need to make informed decisions for your future.

Andrew Hill Investment Advisors partners with Fidelity Investments as its financial custodian. A financial custodian, such as a brokerage or commercial bank, safeguards client securities and assets to protect them from theft or loss. Their responsibilities also include collecting interest and dividends, generating statements for your accounts.

Fidelity Investments also serves as the broker when investments are purchased or sold. This occurs at the direction of Andrew Hill Investment Advisors, on your behalf. For this reason, you can rest easy with the assurance that your investments remain safe and secure at all times.

Introducing the Black Diamond Wealth Platform by Fidelity Investments

Unlike our competitors, this financial partnership puts the industry’s leading technology to work for you through the Black Diamond Wealth Platform. This interactive online tool provides anytime, anywhere access to watch your investments grow. Its intuitive dashboard is filled with easy-to-understand reports, charts and graphs.

With this information at your fingertips, it’s easy to review your wealth outlook, locate important documents and even better understand the performance of your estate plan. You can also schedule a follow-up appointment with Andrew Hill Investment Advisors, right within the secure Black Diamond Wealth Platform.

Ready to Meet with Andrew Hill Investment Advisors?

Are concerns about your children’s ability to manage finances – or a future inheritance – keeping you up at night? Do you feel supreme confidence that your investments are on track to meet your financial goals? We welcome any questions about your personal circumstances or any financial issues that are troubling you.

In fact, the team at Andrew Hill Investment Advisors would love to offer you a free consultation. Let’s ensure your investments are aligned with your goals and current market conditions.

Your Capable Advisors

Andrew “Andy” D. W. Hill, CFA

President and Co-Founder

Jennifer R. Figurelli, CTFA

Managing Director and Co-Founder

Contact Us to REQUEST Your Free Consultation Today

Please contact us to schedule your appointment at (239) 450-3999. We are happy to discuss a plan of action for financial independence, prudent estate planning and wealth management, investment philosophy and strategies, ESG factors, personal financial concierge services and more.

Additionally, Andrew Hill Investment Advisors offers virtual appointments for those who prefer phone or video conferences.

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